Leverty Financial Group, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Leverty Financial Group, LLC
- $196 Million
- Q1 2025
A detailed history of Leverty Financial Group, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Leverty Financial Group, LLC holds 18,171 shares of VTEB stock, worth $900,191. This represents 0.46% of its overall portfolio holdings.
Number of Shares
18,171
Previous 69,245
73.76%
Holding current value
$900,191
Previous $3.47 Million
74.07%
% of portfolio
0.46%
Previous 1.78%
Shares
6 transactions
Others Institutions Holding VTEB
# of Institutions
1,304Shares Held
555MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.9 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.67 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.62 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.24 Billion1.23% of portfolio
-
Wealthfront Advisers LLC24.5MShares$1.21 Billion3.61% of portfolio