Compass Financial Group, Inc/Sd Vanguard Mun Bd Fds Tax Exempt Transaction History
Compass Financial Group, Inc/Sd
- $462 Billion
- Q2 2024
A detailed history of Compass Financial Group, Inc/Sd transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Compass Financial Group, Inc/Sd holds 13,735 shares of VTEB stock, worth $689,771. This represents 0.15% of its overall portfolio holdings.
Number of Shares
13,735
Previous 9,377
46.48%
Holding current value
$689,771
Previous $474 Million
45.06%
% of portfolio
0.15%
Previous 0.11%
Shares
7 transactions
Others Institutions Holding VTEB
# of Institutions
1,104Shares Held
484MCall Options Held
26.8KPut Options Held
86.9K-
Jpmorgan Chase & CO New York, NY77MShares$3.87 Billion0.35% of portfolio
-
Northwestern Mutual Wealth Management CO34.6MShares$1.74 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$1.25 Billion1.39% of portfolio