Nicolet Advisory Services, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Nicolet Advisory Services, LLC
- $1.05 Billion
- Q3 2024
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 549,568 shares of VTEB stock, worth $27.8 Million. This represents 2.66% of its overall portfolio holdings.
Number of Shares
549,568
Previous 531,872
3.33%
Holding current value
$27.8 Million
Previous $26.7 Million
5.41%
% of portfolio
2.66%
Previous 2.66%
Shares
10 transactions
Others Institutions Holding VTEB
# of Institutions
1,175Shares Held
508MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.78 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.65 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.6 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.6 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.26 Billion1.27% of portfolio