Conquis Financial LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Conquis Financial LLC
- $103 Billion
- Q2 2025
A detailed history of Conquis Financial LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Conquis Financial LLC holds 21,711 shares of VTEB stock, worth $1.06 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
21,711
Previous 21,777
0.3%
Holding current value
$1.06 Million
Previous $1.08 Billion
1.49%
% of portfolio
1.03%
Previous 1.12%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,324Shares Held
559MCall Options Held
16.3KPut Options Held
422K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.78 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO35.2MShares$1.72 Billion1.27% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.31 Billion1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24.7MShares$1.2 Billion0.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio