Core Wealth Advisors, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Core Wealth Advisors, Inc.
- $297 Million
- Q1 2025
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 27,573 shares of VTEB stock, worth $1.35 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
27,573
Previous 29,435
6.33%
Holding current value
$1.35 Million
Previous $1.48 Million
7.25%
% of portfolio
0.46%
Previous 0.49%
Shares
13 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
-
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