Continuum Wealth Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Continuum Wealth Advisors, LLC
- $157 Million
- Q4 2024
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 22,299 shares of VTEB stock, worth $1.12 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
22,299
Previous 21,422
4.09%
Holding current value
$1.12 Million
Previous $1.1 Million
2.01%
% of portfolio
0.71%
Previous 0.69%
Shares
4 transactions
Others Institutions Holding VTEB
# of Institutions
1,238Shares Held
510MCall Options Held
39.6KPut Options Held
53.8K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.75 Billion0.31% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.64 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.64 Billion1.49% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.04 Billion0.39% of portfolio