Oak Wealth Advisors LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Oak Wealth Advisors LLC
- $130 Billion
- Q4 2024
A detailed history of Oak Wealth Advisors LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Oak Wealth Advisors LLC holds 28,219 shares of VTEB stock, worth $1.42 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
28,219Holding current value
$1.42 Million% of portfolio
1.09%Shares
1 transactions
Others Institutions Holding VTEB
# of Institutions
1,291Shares Held
546MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.95 Billion0.32% of portfolio
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Northwestern Mutual Wealth Management CO33.6MShares$1.69 Billion1.43% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.64 Billion0.31% of portfolio
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Creative Planning Overland Park, KS25.1MShares$1.26 Billion1.23% of portfolio
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Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.04 Billion0.39% of portfolio