Moneta Group Investment Advisors LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Moneta Group Investment Advisors LLC
- $5.03 Billion
- Q4 2023
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 31,183 shares of VTEB stock, worth $1.57 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
31,183
Previous 24,903
25.22%
Holding current value
$1.57 Million
Previous $1.2 Million
32.92%
% of portfolio
0.03%
Previous 0.03%
Shares
20 transactions
Others Institutions Holding VTEB
# of Institutions
1,104Shares Held
485MCall Options Held
26.8KPut Options Held
52.1K-
Jpmorgan Chase & CO New York, NY77MShares$3.89 Billion0.35% of portfolio
-
Northwestern Mutual Wealth Management CO34.6MShares$1.75 Billion1.8% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA29.5MShares$1.49 Billion2.05% of portfolio
-
Wealthfront Advisers LLC28.4MShares$1.43 Billion5.03% of portfolio
-
Creative Planning Overland Park, KS24.8MShares$1.25 Billion1.39% of portfolio