Envision Financial LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Envision Financial LLC
- $133 Billion
- Q1 2025
A detailed history of Envision Financial LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Envision Financial LLC holds 9,293 shares of VTEB stock, worth $457,215. This represents 0.35% of its overall portfolio holdings.
Number of Shares
9,293
Previous 10,942
15.07%
Holding current value
$457,215
Previous $549 Million
15.93%
% of portfolio
0.35%
Previous 0.44%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,316Shares Held
552MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.87 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.66 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.61 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.24 Billion1.23% of portfolio
-
Wealthfront Advisers LLC22.9MShares$1.13 Billion3.25% of portfolio