Evolution Wealth Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Evolution Wealth Advisors, LLC
- $582 Million
- Q1 2025
A detailed history of Evolution Wealth Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Evolution Wealth Advisors, LLC holds 40,792 shares of VTEB stock, worth $1.98 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
40,792
Previous 40,792
-0.0%
Holding current value
$1.98 Million
Previous $2.04 Million
0.98%
% of portfolio
0.35%
Previous 0.35%
Shares
4 transactions
Others Institutions Holding VTEB
# of Institutions
1,340Shares 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