Foundations Investment Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Foundations Investment Advisors, LLC
- $5.1 Billion
- Q1 2025
A detailed history of Foundations Investment Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 10,353 shares of VTEB stock, worth $505,226. This represents 0.01% of its overall portfolio holdings.
Number of Shares
10,353
Previous 19,381
46.58%
Holding current value
$505,226
Previous $971,000
47.17%
% of portfolio
0.01%
Previous 0.02%
Shares
13 transactions
Others Institutions Holding VTEB
# of Institutions
1,329Shares Held
563MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.77 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.68 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.28 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio