One Degree Advisors Inc Vanguard Mun Bd Fds Tax Exempt Transaction History
One Degree Advisors Inc
- $201 Million
- Q1 2024
A detailed history of One Degree Advisors Inc transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, One Degree Advisors Inc holds 46,740 shares of VTEB stock, worth $2.35 Million. This represents 1.18% of its overall portfolio holdings.
Number of Shares
46,740
Previous 46,633
0.23%
Holding current value
$2.35 Million
Previous $2.35 Million
0.55%
% of portfolio
1.18%
Previous 1.2%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,104Shares Held
484MCall Options Held
26.8KPut Options Held
86.9K-
Jpmorgan Chase & CO New York, NY77MShares$3.87 Billion0.35% of portfolio
-
Northwestern Mutual Wealth Management CO34.6MShares$1.74 Billion1.8% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA29.5MShares$1.48 Billion2.05% of portfolio
-
Wealthfront Advisers LLC28.4MShares$1.43 Billion5.03% of portfolio
-
Creative Planning Overland Park, KS24.8MShares$1.25 Billion1.39% of portfolio