Joel Adams & Associates, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Joel Adams & Associates, Inc.
- $110 Billion
- Q4 2024
A detailed history of Joel Adams & Associates, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Joel Adams & Associates, Inc. holds 221,743 shares of VTEB stock, worth $11 Million. This represents 10.1% of its overall portfolio holdings.
Number of Shares
221,743Holding current value
$11 Million% of portfolio
10.1%Shares
1 transactions
Others Institutions Holding VTEB
# of Institutions
1,302Shares Held
554MCall 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
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Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.62 Billion0.31% of portfolio
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Creative Planning Overland Park, KS25.1MShares$1.24 Billion1.23% of portfolio
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Wealthfront Advisers LLC24.5MShares$1.21 Billion3.61% of portfolio