Lido Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Lido Advisors, LLC
- $16.8 Billion
- Q1 2024
A detailed history of Lido Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Lido Advisors, LLC holds 450,655 shares of VTEB stock, worth $22.6 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
450,655
Previous 526,976
14.48%
Holding current value
$22.6 Million
Previous $26.9 Million
15.24%
% of portfolio
0.14%
Previous 0.18%
Shares
14 transactions
Others Institutions Holding VTEB
# of Institutions
1,105Shares Held
484MCall Options Held
26.8KPut Options Held
86.9K-
Jpmorgan Chase & CO New York, NY77MShares$3.86 Billion0.35% of portfolio
-
Northwestern Mutual Wealth Management CO34.6MShares$1.74 Billion1.8% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA29.5MShares$1.48 Billion2.05% of portfolio
-
Wealthfront Advisers LLC28.4MShares$1.42 Billion5.03% of portfolio
-
Creative Planning Overland Park, KS24.8MShares$1.24 Billion1.39% of portfolio