Fsm Wealth Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Fsm Wealth Advisors, LLC
- $603 Million
- Q2 2025
A detailed history of Fsm Wealth Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 9,861 shares of VTEB stock, worth $492,852. This represents 0.08% of its overall portfolio holdings.
Number of Shares
9,861
Previous 9,892
0.31%
Holding current value
$492,852
Previous $490,000
1.43%
% of portfolio
0.08%
Previous 0.11%
Shares
11 transactions
Others Institutions Holding VTEB
# of Institutions
1,332Shares Held
561MCall Options Held
124KPut Options Held
62.8K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.86 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO35.2MShares$1.76 Billion1.27% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.34 Billion1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24.7MShares$1.23 Billion0.22% of portfolio
-
Morgan Stanley New York, NY23.3MShares$1.17 Billion0.08% of portfolio