Leverty Financial Group, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Leverty Financial Group, LLC
- $311 Million
- Q3 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 5,201 shares of VTEB stock, worth $261,766. This represents 0.08% of its overall portfolio holdings.
Number of Shares
5,201
Previous 5,585
6.88%
Holding current value
$261,766
Previous $273,000
4.76%
% of portfolio
0.08%
Previous 0.1%
Shares
8 transactions
Others Institutions Holding VTEB
# of Institutions
1,346Shares Held
563MCall Options Held
124KPut Options Held
57.8K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.89 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO35.2MShares$1.77 Billion1.27% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.35 Billion1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24.7MShares$1.24 Billion0.22% of portfolio
-
Morgan Stanley New York, NY23.3MShares$1.17 Billion0.08% of portfolio