Moneta Group Investment Advisors LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Moneta Group Investment Advisors LLC
- $8.23 Billion
- Q2 2025
A detailed history of Moneta Group Investment Advisors LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 22,513 shares of VTEB stock, worth $1.14 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
22,513
Previous 23,007
2.15%
Holding current value
$1.14 Million
Previous $1.14 Million
3.33%
% of portfolio
0.01%
Previous 0.02%
Shares
26 transactions
Others Institutions Holding VTEB
# of Institutions
1,351Shares Held
583MCall Options Held
124KPut Options Held
57.8K-
Jpmorgan Chase & CO New York, NY99.1MShares$5 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO35.2MShares$1.77 Billion1.27% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.35 Billion1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24MShares$1.21 Billion0.2% of portfolio
-
Morgan Stanley New York, NY23.3MShares$1.18 Billion0.08% of portfolio