Nicolet Advisory Services, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Nicolet Advisory Services, LLC
- $1.04 Billion
- Q1 2025
A detailed history of Nicolet Advisory Services, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Nicolet Advisory Services, LLC holds 557,911 shares of VTEB stock, worth $27.3 Million. This represents 2.65% of its overall portfolio holdings.
Number of Shares
557,911
Previous 538,402
3.62%
Holding current value
$27.3 Million
Previous $27 Million
2.57%
% of portfolio
2.65%
Previous 2.5%
Shares
12 transactions
Others Institutions Holding VTEB
# of Institutions
1,331Shares Held
563MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.78 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.69 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.28 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.13 Billion0.08% of portfolio