Diversify Advisory Services, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Diversify Advisory Services, LLC
- $1.82 Trillion
- Q2 2024
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 37,359 shares of VTEB stock, worth $1.88 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
37,359
Previous 53,035
29.56%
Holding current value
$1.88 Million
Previous $2.67 Billion
29.65%
% of portfolio
0.1%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,102Shares Held
486MCall Options Held
26.8KPut Options Held
52.1K-
Jpmorgan Chase & CO New York, NY77MShares$3.88 Billion0.35% of portfolio
-
Northwestern Mutual Wealth Management CO34.6MShares$1.74 Billion1.8% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA29.5MShares$1.49 Billion2.05% of portfolio
-
Wealthfront Advisers LLC28.4MShares$1.43 Billion5.03% of portfolio
-
Creative Planning Overland Park, KS24.8MShares$1.25 Billion1.39% of portfolio