Element Pointe Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Element Pointe Advisors, LLC
- $412 Million
- Q1 2025
A detailed history of Element Pointe Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Element Pointe Advisors, LLC holds 98,220 shares of VTEB stock, worth $4.77 Million. This represents 1.18% of its overall portfolio holdings.
Number of Shares
98,220
Previous 99,395
1.18%
Holding current value
$4.77 Million
Previous $4.98 Million
2.19%
% of portfolio
1.18%
Previous 1.17%
Shares
16 transactions
Others Institutions Holding VTEB
# of Institutions
1,336Shares Held
564MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.75 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$1.5 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.27 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio