Forvis Wealth Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Forvis Wealth Advisors, LLC
- $4.21 Billion
- Q4 2024
A detailed history of Forvis Wealth Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 160,061 shares of VTEB stock, worth $8.03 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
160,061
Previous 175,864
8.99%
Holding current value
$8.03 Million
Previous $8.99 Million
10.76%
% of portfolio
0.19%
Previous 0.21%
Shares
31 transactions
Others Institutions Holding VTEB
# of Institutions
1,286Shares Held
542MCall Options Held
34.6KPut Options Held
62.2K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.95 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.69 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.64 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.26 Billion1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.04 Billion0.39% of portfolio