Element Pointe Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Element Pointe Advisors, LLC
- $425 Million
- Q4 2024
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 99,395 shares of VTEB stock, worth $4.99 Million. This represents 1.17% of its overall portfolio holdings.
Number of Shares
99,395
Previous 103,294
3.77%
Holding current value
$4.99 Million
Previous $5.28 Million
5.64%
% of portfolio
1.17%
Previous 1.28%
Shares
15 transactions
Others Institutions Holding VTEB
# of Institutions
1,294Shares Held
546MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.95 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.69 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.64 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.26 Billion1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.04 Billion0.39% of portfolio