Concurrent Investment Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Concurrent Investment Advisors, LLC
- $2.48 Trillion
- Q1 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 90,047 shares of VTEB stock, worth $4.52 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
90,047
Previous 81,797
10.09%
Holding current value
$4.52 Million
Previous $4.18 Billion
9.12%
% of portfolio
0.18%
Previous 0.2%
Shares
2 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$1.43 Billion5.03% of portfolio
-
Creative Planning Overland Park, KS24.8MShares$1.25 Billion1.39% of portfolio