Gutierrez Wealth Advisory, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Gutierrez Wealth Advisory, LLC
- $121 Billion
- Q4 2024
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 78,000 shares of VTEB stock, worth $3.86 Million. This represents 3.23% of its overall portfolio holdings.
Number of Shares
78,000Holding current value
$3.86 Million% of portfolio
3.23%Shares
1 transactions
Others Institutions Holding VTEB
# of Institutions
1,304Shares Held
555MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.9 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.67 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.62 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.24 Billion1.23% of portfolio
-
Wealthfront Advisers LLC24.5MShares$1.21 Billion3.61% of portfolio