Fluent Financial, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Fluent Financial, LLC

$186 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 08, 2019	SELL	N/A	-14,113 Closed	0 $0
Q3 2018 Oct 29, 2018	SELL	N/A	-581 Reduced 3.95%	14,113 $713,000
Q2 2018 Aug 07, 2018	BUY	N/A	14,694 New	14,694 $749,000

Others Institutions Holding VTEB

# of Institutions

1,102

Shares Held

486M

Call Options Held

26.8K

Put Options Held

52.1K

Jpmorgan Chase & CO New York, NY

77M
Shares

$3.88 Billion
0.35% of portfolio
Northwestern Mutual Wealth Management CO

34.6M
Shares

$1.74 Billion
1.8% of portfolio
Charles Schwab Investment Advisory, Inc. San Francisco, CA

29.5M
Shares

$1.49 Billion
2.05% of portfolio
Wealthfront Advisers LLC

28.4M
Shares

$1.43 Billion
5.03% of portfolio
Creative Planning Overland Park, KS

24.8M
Shares

$1.25 Billion
1.39% of portfolio

About VANGUARD MUN BD FDS TAX-EXEMPT

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