Gutierrez Wealth Advisory, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Gutierrez Wealth Advisory, LLC
- $149 Billion
- Q2 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 138,643 shares of VTEB stock, worth $6.77 Million. This represents 4.56% of its overall portfolio holdings.
Number of Shares
138,643
Previous 74,664
85.69%
Holding current value
$6.77 Million
Previous $3.7 Billion
83.48%
% of portfolio
4.56%
Previous 3.01%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,328Shares Held
561MCall Options Held
16.3KPut Options Held
422K-
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, KS26.9MShares$1.31 Billion1.13% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio