Evolution Wealth Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Evolution Wealth Advisors, LLC
- $695 Million
- Q3 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 32,817 shares of VTEB stock, worth $1.65 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
32,817
Previous 71,191
53.9%
Holding current value
$1.65 Million
Previous $3.49 Million
52.92%
% of portfolio
0.24%
Previous 0.53%
Shares
6 transactions
Others Institutions Holding VTEB
# of Institutions
1,375Shares Held
602MCall Options Held
282KPut Options Held
56K-
Jpmorgan Chase & CO New York, NY99.1MShares$4.98 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO35.7MShares$1.8 Billion1.21% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.31 Billion1.01% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24MShares$1.21 Billion0.2% of portfolio
-
Morgan Stanley New York, NY23MShares$1.16 Billion0.07% of portfolio