Jfs Wealth Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Jfs Wealth Advisors, LLC
- $1.56 Billion
- Q2 2025
A detailed history of Jfs Wealth Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 814,027 shares of VTEB stock, worth $39.5 Million. This represents 2.56% of its overall portfolio holdings.
Number of Shares
814,027
Previous 797,763
2.04%
Holding current value
$39.5 Million
Previous $39.6 Million
0.82%
% of portfolio
2.56%
Previous 2.69%
Shares
17 transactions
Others Institutions Holding VTEB
# of Institutions
1,336Shares Held
564MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.75 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.68 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.5 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.27 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio