One Wealth Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
One Wealth Advisors, LLC
- $639 Million
- Q3 2024
A detailed history of One Wealth Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, One Wealth Advisors, LLC holds 465,601 shares of VTEB stock, worth $23.3 Million. This represents 3.72% of its overall portfolio holdings.
Number of Shares
465,601Holding current value
$23.3 Million% of portfolio
3.72%Shares
4 transactions
Others Institutions Holding VTEB
# of Institutions
1,176Shares Held
510MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.73 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.63 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.58 Billion0.31% of portfolio
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Wealthfront Advisers LLC31.5MShares$1.58 Billion5.01% of portfolio
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Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio