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 $11.1 Million. This represents 10.1% of its overall portfolio holdings.
Number of Shares
221,743Holding current value
$11.1 Million% of portfolio
10.1%Shares
1 transactions
Others Institutions Holding VTEB
# of Institutions
1,212Shares Held
515MCall 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
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Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.58 Billion0.31% of portfolio
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Wealthfront Advisers LLC31.5MShares$1.58 Billion5.01% of portfolio
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Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio