Gutierrez Wealth Advisory, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Gutierrez Wealth Advisory, LLC
- $123 Billion
- Q1 2025
A detailed history of Gutierrez Wealth Advisory, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Gutierrez Wealth Advisory, LLC holds 74,664 shares of VTEB stock, worth $3.65 Million. This represents 3.01% of its overall portfolio holdings.
Number of Shares
74,664
Previous 78,000
4.28%
Holding current value
$3.65 Million
Previous $3.91 Billion
5.25%
% of portfolio
3.01%
Previous 3.23%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,331Shares Held
563MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.78 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.69 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