Great Valley Advisor Group, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Great Valley Advisor Group, Inc.
- $4.13 Billion
- Q1 2025
A detailed history of Great Valley Advisor Group, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 149,378 shares of VTEB stock, worth $7.29 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
149,378
Previous 154,715
3.45%
Holding current value
$7.29 Million
Previous $7.76 Million
4.42%
% of portfolio
0.18%
Previous 0.19%
Shares
20 transactions
Others Institutions Holding VTEB
# of Institutions
1,330Shares 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