My Legacy Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
My Legacy Advisors, LLC
- $249 Million
- Q3 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 57,635 shares of VTEB stock, worth $2.89 Million. This represents 1.18% of its overall portfolio holdings.
Number of Shares
57,635
Previous 79,223
27.25%
Holding current value
$2.89 Million
Previous $3.97 Million
25.77%
% of portfolio
1.18%
Previous 1.28%
Shares
11 transactions
Others Institutions Holding VTEB
# of Institutions
1,176Shares Held
510MCall 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