Diversify Advisory Services, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Diversify Advisory Services, LLC
- $1.6 Trillion
- Q1 2025
A detailed history of Diversify Advisory Services, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 24,723 shares of VTEB stock, worth $1.21 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
24,723
Previous 27,877
11.31%
Holding current value
$1.21 Million
Previous $1.39 Billion
12.58%
% of portfolio
0.08%
Previous 0.08%
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