Legacy Financial Advisors, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Legacy Financial Advisors, Inc.
- $513 Million
- Q4 2024
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 28,831 shares of VTEB stock, worth $1.45 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
28,831
Previous 35,896
19.68%
Holding current value
$1.45 Million
Previous $1.84 Million
21.25%
% of portfolio
0.28%
Previous 0.36%
Shares
5 transactions
Others Institutions Holding VTEB
# of Institutions
1,286Shares Held
542MCall Options Held
34.6KPut Options Held
62.2K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.95 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.69 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.64 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.26 Billion1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.04 Billion0.39% of portfolio