Financial Life Advisors Vanguard Mun Bd Fds Tax Exempt Transaction History
Financial Life Advisors
- $243 Million
- Q2 2024
A detailed history of Financial Life Advisors transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Financial Life Advisors holds 85,150 shares of VTEB stock, worth $4.33 Million. This represents 1.75% of its overall portfolio holdings.
Number of Shares
85,150
Previous 83,912
1.48%
Holding current value
$4.33 Million
Previous $4.25 Million
0.49%
% of portfolio
1.75%
Previous 1.78%
Shares
7 transactions
Others Institutions Holding VTEB
# of Institutions
1,142Shares Held
493MCall Options Held
21.1KPut Options Held
21.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.8 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.61 Billion1.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.55 Billion0.3% of portfolio
-
Wealthfront Advisers LLC30MShares$1.52 Billion5.06% of portfolio
-
Creative Planning Overland Park, KS25.6MShares$1.3 Billion1.37% of portfolio