Mills Wealth Advisors LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Mills Wealth Advisors LLC
- $145 Billion
- Q3 2024
A detailed history of Mills Wealth Advisors LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Mills Wealth Advisors LLC holds 7,441 shares of VTEB stock, worth $371,901. This represents 0.26% of its overall portfolio holdings.
Number of Shares
7,441
Previous 11,334
34.35%
Holding current value
$371,901
Previous $568 Million
33.02%
% of portfolio
0.26%
Previous 0.41%
Shares
8 transactions
Others Institutions Holding VTEB
# of Institutions
1,177Shares 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