Moller Financial Services Vanguard Mun Bd Fds Tax Exempt Transaction History
Moller Financial Services
- $400 Million
- Q3 2024
A detailed history of Moller Financial Services transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Moller Financial Services holds 311,338 shares of VTEB stock, worth $15.7 Million. This represents 3.98% of its overall portfolio holdings.
Number of Shares
311,338
Previous 295,747
5.27%
Holding current value
$15.7 Million
Previous $14.8 Million
7.4%
% of portfolio
3.98%
Previous 3.95%
Shares
20 transactions
Others Institutions Holding VTEB
# of Institutions
1,175Shares Held
508MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.77 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.65 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.59 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.59 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.26 Billion1.27% of portfolio