Moller Financial Services Vanguard Mun Bd Fds Tax Exempt Transaction History
Moller Financial Services
- $375 Million
- Q2 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 295,747 shares of VTEB stock, worth $15 Million. This represents 3.95% of its overall portfolio holdings.
Number of Shares
295,747
Previous 281,497
5.06%
Holding current value
$15 Million
Previous $14.2 Million
4.04%
% of portfolio
3.95%
Previous 3.86%
Shares
19 transactions
Others Institutions Holding VTEB
# of Institutions
1,141Shares Held
493MCall Options Held
21.1KPut Options Held
21.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.8 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.61 Billion1.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.55 Billion0.3% of portfolio
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Wealthfront Advisers LLC30MShares$1.52 Billion5.06% of portfolio
-
Creative Planning Overland Park, KS25.6MShares$1.3 Billion1.37% of portfolio