Helen Stephens Group, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Helen Stephens Group, LLC
- $327 Million
- Q3 2024
A detailed history of Helen Stephens Group, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Helen Stephens Group, LLC holds 5,113 shares of VTEB stock, worth $256,110. This represents 0.08% of its overall portfolio holdings.
Number of Shares
5,113
Previous 5,113
-0.0%
Holding current value
$256,110
Previous $256,000
1.95%
% of portfolio
0.08%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,176Shares Held
510MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.74 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.64 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.58 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.58 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio