Compass Advisory Group LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Compass Advisory Group LLC
- $148 Million
- Q1 2024
A detailed history of Compass Advisory Group LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Compass Advisory Group LLC holds 58,962 shares of VTEB stock, worth $2.95 Million. This represents 2.01% of its overall portfolio holdings.
Number of Shares
58,962
Previous 60,805
3.03%
Holding current value
$2.95 Million
Previous $3.1 Million
3.9%
% of portfolio
2.01%
Previous 1.85%
Shares
14 transactions
Others Institutions Holding VTEB
# of Institutions
1,103Shares Held
484MCall Options Held
26.8KPut Options Held
86.9K-
Jpmorgan Chase & CO New York, NY77MShares$3.86 Billion0.35% of portfolio
-
Northwestern Mutual Wealth Management CO34.6MShares$1.73 Billion1.8% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA29.5MShares$1.48 Billion2.05% of portfolio
-
Wealthfront Advisers LLC28.4MShares$1.42 Billion5.03% of portfolio
-
Creative Planning Overland Park, KS24.8MShares$1.24 Billion1.39% of portfolio