Freedom Wealth Alliance, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Freedom Wealth Alliance, LLC
- $60.8 Billion
- Q3 2023
A detailed history of Freedom Wealth Alliance, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Freedom Wealth Alliance, LLC holds 11,843 shares of VTEB stock, worth $597,360. This represents 0.94% of its overall portfolio holdings.
Number of Shares
11,843
Previous 12,003
1.33%
Holding current value
$597,360
Previous $604 Million
5.61%
% of portfolio
0.94%
Previous 0.84%
Shares
4 transactions
Others Institutions Holding VTEB
# of Institutions
1,106Shares Held
487MCall Options Held
26.8KPut Options Held
52.1K-
Jpmorgan Chase & CO New York, NY77MShares$3.88 Billion0.35% of portfolio
-
Northwestern Mutual Wealth Management CO34.6MShares$1.75 Billion1.8% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA29.5MShares$1.49 Billion2.05% of portfolio
-
Wealthfront Advisers LLC28.4MShares$1.43 Billion5.03% of portfolio
-
Creative Planning Overland Park, KS24.8MShares$1.25 Billion1.39% of portfolio