Encompass Wealth Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Encompass Wealth Advisors, LLC
- $265 Million
- Q2 2024
A detailed history of Encompass Wealth Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Encompass Wealth Advisors, LLC holds 17,820 shares of VTEB stock, worth $896,167. This represents 0.34% of its overall portfolio holdings.
Number of Shares
17,820
Previous 17,820
-0.0%
Holding current value
$896,167
Previous $901,000
1.0%
% of portfolio
0.34%
Previous 0.33%
Shares
5 transactions
Others Institutions Holding VTEB
# of Institutions
1,153Shares Held
495MCall Options Held
21.1KPut Options Held
53.6K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.76 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.59 Billion1.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.54 Billion0.3% of portfolio
-
Wealthfront Advisers LLC30MShares$1.51 Billion5.06% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.26 Billion1.27% of portfolio