My Legacy Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
My Legacy Advisors, LLC
- $252 Million
- Q4 2024
A detailed history of My Legacy Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, My Legacy Advisors, LLC holds 63,791 shares of VTEB stock, worth $3.19 Million. This represents 1.27% of its overall portfolio holdings.
Number of Shares
63,791
Previous 57,635
10.68%
Holding current value
$3.19 Million
Previous $2.95 Million
8.52%
% of portfolio
1.27%
Previous 1.18%
Shares
12 transactions
Others Institutions Holding VTEB
# of Institutions
1,185Shares Held
511MCall 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$1.63 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