Lifeworks Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Lifeworks Advisors, LLC
- $720 Million
- Q3 2025
A detailed history of Lifeworks Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 10,339 shares of VTEB stock, worth $521,602. This represents 0.07% of its overall portfolio holdings.
Number of Shares
10,339
Previous 10,532
1.83%
Holding current value
$521,602
Previous $516,000
0.19%
% of portfolio
0.07%
Previous 0.08%
Shares
5 transactions
Others Institutions Holding VTEB
# of Institutions
1,367Shares Held
599MCall Options Held
383KPut Options Held
90.1K-
Jpmorgan Chase & CO New York, NY99.1MShares$5 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO35.7MShares$1.8 Billion1.21% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.32 Billion1.01% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24MShares$1.21 Billion0.2% of portfolio
-
Morgan Stanley New York, NY23MShares$1.16 Billion0.07% of portfolio