Continuum Wealth Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Continuum Wealth Advisors, LLC
- $155 Million
- Q1 2025
A detailed history of Continuum Wealth Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Continuum Wealth Advisors, LLC holds 19,594 shares of VTEB stock, worth $956,187. This represents 0.63% of its overall portfolio holdings.
Number of Shares
19,594
Previous 22,299
12.13%
Holding current value
$956,187
Previous $1.12 Million
12.98%
% of portfolio
0.63%
Previous 0.71%
Shares
5 transactions
Others Institutions Holding VTEB
# of Institutions
1,329Shares 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
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.28 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio