Consilio Wealth Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Consilio Wealth Advisors, LLC
- $238 Million
- Q1 2025
A detailed history of Consilio Wealth Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Consilio Wealth Advisors, LLC holds 21,493 shares of VTEB stock, worth $1.05 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
21,493Holding current value
$1.05 Million% of portfolio
0.45%Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,330Shares Held
563MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.77 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.68 Billion1.41% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
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Creative Planning Overland Park, KS26.1MShares$1.28 Billion1.22% of portfolio
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Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio