Legacy Financial Advisors, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Legacy Financial Advisors, Inc.
- $515 Million
- Q3 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 35,896 shares of VTEB stock, worth $1.82 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
35,896
Previous 36,172
0.76%
Holding current value
$1.82 Million
Previous $1.81 Million
1.27%
% of portfolio
0.36%
Previous 0.36%
Shares
4 transactions
Others Institutions Holding VTEB
# of Institutions
1,175Shares Held
508MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.78 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.65 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.6 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.6 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.26 Billion1.27% of portfolio