J.W. Cole Advisors, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
J.W. Cole Advisors, Inc.
- $2.33 Billion
- Q3 2024
A detailed history of J.W. Cole Advisors, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 33,840 shares of VTEB stock, worth $1.69 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
33,840
Previous 33,397
1.33%
Holding current value
$1.69 Million
Previous $1.67 Million
3.35%
% of portfolio
0.07%
Previous 0.08%
Shares
20 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$3.73 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.63 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