Great Valley Advisor Group, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Great Valley Advisor Group, Inc.
- $4.08 Billion
- Q2 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 114,272 shares of VTEB stock, worth $5.75 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
114,272
Previous 149,378
23.5%
Holding current value
$5.75 Million
Previous $7.41 Million
24.42%
% of portfolio
0.14%
Previous 0.18%
Shares
21 transactions
Others Institutions Holding VTEB
# of Institutions
1,338Shares Held
561MCall Options Held
124KPut Options Held
62.8K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.89 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO35.2MShares$1.77 Billion1.27% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.35 Billion1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24.7MShares$1.24 Billion0.22% of portfolio
-
Morgan Stanley New York, NY23.3MShares$1.17 Billion0.08% of portfolio