Exencial Wealth Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Exencial Wealth Advisors, LLC
- $2.62 Billion
- Q2 2024
A detailed history of Exencial Wealth Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 69,940 shares of VTEB stock, worth $3.52 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
69,940
Previous 80,424
13.04%
Holding current value
$3.52 Million
Previous $4.07 Million
13.89%
% of portfolio
0.13%
Previous 0.15%
Shares
6 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