Envestnet Portfolio Solutions, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Envestnet Portfolio Solutions, Inc.
- $23.7 Billion
- Q1 2025
A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 83,670 shares of VTEB stock, worth $4.08 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
83,670
Previous 213,750
60.86%
Holding current value
$4.08 Million
Previous $10.7 Million
61.26%
% of portfolio
0.02%
Previous 0.04%
Shares
7 transactions
Others Institutions Holding VTEB
# of Institutions
1,330Shares 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