Merkkuri Wealth Advisors LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Merkkuri Wealth Advisors LLC
- $127 Billion
- Q3 2024
A detailed history of Merkkuri Wealth Advisors LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Merkkuri Wealth Advisors LLC holds 11,451 shares of VTEB stock, worth $572,206. This represents 0.46% of its overall portfolio holdings.
Number of Shares
11,451
Previous 11,249
1.8%
Holding current value
$572,206
Previous $564 Million
3.83%
% of portfolio
0.46%
Previous 0.52%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,176Shares Held
510MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.73 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.63 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.58 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.58 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio