First Ascent Asset Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
First Ascent Asset Management, LLC
- $892 Billion
- Q4 2023
A detailed history of First Ascent Asset Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, First Ascent Asset Management, LLC holds 1,576,165 shares of VTEB stock, worth $80.1 Million. This represents 9.02% of its overall portfolio holdings.
Number of Shares
1,576,165
Previous 1,424,254
10.67%
Holding current value
$80.1 Million
Previous $68.5 Billion
17.45%
% of portfolio
9.02%
Previous 8.84%
Shares
17 transactions
Others Institutions Holding VTEB
# of Institutions
1,141Shares 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