Joel Adams & Associates, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Joel Adams & Associates, Inc.
- $111 Billion
- Q1 2025
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 217,128 shares of VTEB stock, worth $10.6 Million. This represents 9.69% of its overall portfolio holdings.
Number of Shares
217,128
Previous 221,743
2.08%
Holding current value
$10.6 Million
Previous $11.1 Billion
3.08%
% of portfolio
9.69%
Previous 10.1%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,312Shares Held
555MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.84 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.64 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.6 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.23 Billion1.23% of portfolio
-
Wealthfront Advisers LLC24.5MShares$1.2 Billion3.61% of portfolio