Montag A & Associates Inc Vanguard Mun Bd Fds Tax Exempt Transaction History
Montag A & Associates Inc
- $2.08 Billion
- Q4 2024
A detailed history of Montag A & Associates Inc transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Montag A & Associates Inc holds 4,209 shares of VTEB stock, worth $210,955. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,209
Previous 7,954
47.08%
Holding current value
$210,955
Previous $406,000
48.28%
% of portfolio
0.01%
Previous 0.02%
Shares
14 transactions
Others Institutions Holding VTEB
# of Institutions
1,210Shares Held
513MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.74 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.64 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