Level Financial Advisors, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Level Financial Advisors, Inc.
- $218 Million
- Q2 2024
A detailed history of Level Financial Advisors, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 8,512 shares of VTEB stock, worth $432,835. This represents 0.2% of its overall portfolio holdings.
Number of Shares
8,512
Previous 7,839
8.59%
Holding current value
$432,835
Previous $396,000
7.58%
% of portfolio
0.2%
Previous 0.19%
Shares
10 transactions
Others Institutions Holding VTEB
# of Institutions
1,144Shares Held
493MCall Options Held
21.1KPut Options Held
21.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.8 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.61 Billion1.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.55 Billion0.3% of portfolio
-
Wealthfront Advisers LLC30MShares$1.52 Billion5.06% of portfolio
-
Creative Planning Overland Park, KS25.6MShares$1.3 Billion1.37% of portfolio