Leverty Financial Group, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Leverty Financial Group, LLC
- $148 Million
- Q2 2024
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 59,633 shares of VTEB stock, worth $3.03 Million. This represents 2.02% of its overall portfolio holdings.
Number of Shares
59,633
Previous 62,024
3.85%
Holding current value
$3.03 Million
Previous $3.14 Million
4.78%
% of portfolio
2.02%
Previous 2.14%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,141Shares 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