Dfpg Investments, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Dfpg Investments, LLC
- $1.29 Billion
- Q4 2023
A detailed history of Dfpg Investments, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Dfpg Investments, LLC holds 91,153 shares of VTEB stock, worth $4.56 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
91,153
Previous 92,401
1.35%
Holding current value
$4.56 Million
Previous $4.44 Million
4.7%
% of portfolio
0.36%
Previous 0.42%
Shares
5 transactions
Others Institutions Holding VTEB
# of Institutions
1,103Shares Held
484MCall Options Held
26.8KPut Options Held
86.9K-
Jpmorgan Chase & CO New York, NY77MShares$3.86 Billion0.35% of portfolio
-
Northwestern Mutual Wealth Management CO34.6MShares$1.73 Billion1.8% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA29.5MShares$1.48 Billion2.05% of portfolio
-
Wealthfront Advisers LLC28.4MShares$1.42 Billion5.03% of portfolio
-
Creative Planning Overland Park, KS24.8MShares$1.24 Billion1.39% of portfolio