Legacy Financial Advisors, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Legacy Financial Advisors, Inc.
- $498 Million
- Q1 2025
A detailed history of Legacy Financial Advisors, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 27,940 shares of VTEB stock, worth $1.36 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
27,940
Previous 28,831
3.09%
Holding current value
$1.36 Million
Previous $1.45 Million
4.08%
% of portfolio
0.28%
Previous 0.28%
Shares
6 transactions
Others Institutions Holding VTEB
# of Institutions
1,329Shares Held
563MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.77 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$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.28 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio