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 $1.06 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
21,493Holding current value
$1.06 Million% of portfolio
0.45%Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,316Shares Held
552MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.87 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.66 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.61 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.24 Billion1.23% of portfolio
-
Wealthfront Advisers LLC22.9MShares$1.13 Billion3.25% of portfolio