Northwest Financial Advisors Vanguard Mun Bd Fds Tax Exempt Transaction History
Northwest Financial Advisors
- $126 Billion
- Q3 2024
A detailed history of Northwest Financial Advisors transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Northwest Financial Advisors holds 1,900 shares of VTEB stock, worth $96,140. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,900
Previous 5,695
66.64%
Holding current value
$96,140
Previous $285 Million
65.97%
% of portfolio
0.08%
Previous 0.2%
Shares
4 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