Core Wealth Advisors, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Core Wealth Advisors, Inc.
- $310 Million
- Q3 2024
A detailed history of Core Wealth Advisors, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Core Wealth Advisors, Inc. holds 32,053 shares of VTEB stock, worth $1.61 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
32,053
Previous 50,773
36.87%
Holding current value
$1.61 Million
Previous $2.54 Million
35.61%
% of portfolio
0.53%
Previous 0.87%
Shares
11 transactions
Others Institutions Holding VTEB
# of Institutions
1,212Shares Held
515MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.74 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.64 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.58 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.58 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio