One Degree Advisors Inc Vanguard Mun Bd Fds Tax Exempt Transaction History
One Degree Advisors Inc
- $237 Million
- Q3 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 101,829 shares of VTEB stock, worth $5.15 Million. This represents 2.2% of its overall portfolio holdings.
Number of Shares
101,829
Previous 46,482
119.07%
Holding current value
$5.15 Million
Previous $2.33 Million
123.62%
% of portfolio
2.2%
Previous 1.12%
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