Evolution Wealth Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Evolution Wealth Advisors, LLC
- $506 Million
- Q2 2024
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 38,921 shares of VTEB stock, worth $1.96 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
38,921
Previous 38,832
0.23%
Holding current value
$1.96 Million
Previous $1.96 Million
0.71%
% of portfolio
0.39%
Previous 0.38%
Shares
3 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