Occidental Asset Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Occidental Asset Management, LLC
- $637 Million
- Q4 2024
A detailed history of Occidental Asset Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Occidental Asset Management, LLC holds 6,547 shares of VTEB stock, worth $328,986. This represents 0.05% of its overall portfolio holdings.
Number of Shares
6,547
Previous 6,934
5.58%
Holding current value
$328,986
Previous $354,000
7.34%
% of portfolio
0.05%
Previous 0.06%
Shares
14 transactions
Others Institutions Holding VTEB
# of Institutions
1,299Shares Held
530MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.95 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.69 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.64 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.26 Billion1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.04 Billion0.39% of portfolio