Fsm Wealth Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Fsm Wealth Advisors, LLC
- $690 Million
- Q3 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 21,451 shares of VTEB stock, worth $1.08 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
21,451
Previous 9,861
117.53%
Holding current value
$1.08 Million
Previous $483,000
122.36%
% of portfolio
0.16%
Previous 0.08%
Shares
12 transactions
Others Institutions Holding VTEB
# of Institutions
1,375Shares Held
602MCall Options Held
282KPut Options Held
56K-
Jpmorgan Chase & CO New York, NY99.1MShares$4.98 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO35.7MShares$1.8 Billion1.21% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.31 Billion1.01% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24MShares$1.21 Billion0.2% of portfolio
-
Morgan Stanley New York, NY23MShares$1.16 Billion0.07% of portfolio