Oak Wealth Advisors LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Oak Wealth Advisors LLC
- $156 Billion
- Q2 2025
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 30,347 shares of VTEB stock, worth $1.48 Million. This represents 0.95% of its overall portfolio holdings.
Number of Shares
30,347
Previous 37,424
18.91%
Holding current value
$1.48 Million
Previous $1.86 Billion
19.87%
% of portfolio
0.95%
Previous 1.37%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,332Shares Held
561MCall Options Held
16.3KPut Options Held
422K-
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, KS26.9MShares$1.31 Billion1.13% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio