Exencial Wealth Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Exencial Wealth Advisors, LLC
- $2.66 Billion
- Q4 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 65,950 shares of VTEB stock, worth $3.34 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
65,950
Previous 68,648
3.93%
Holding current value
$3.34 Million
Previous $3.51 Million
5.79%
% of portfolio
0.12%
Previous 0.13%
Shares
8 transactions
Others Institutions Holding VTEB
# of Institutions
1,299Shares Held
530MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.99 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.7 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.66 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.27 Billion1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.05 Billion0.39% of portfolio