One Wealth Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
One Wealth Advisors, LLC
- $646 Million
- Q1 2025
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 549,496 shares of VTEB stock, worth $26.8 Million. This represents 4.22% of its overall portfolio holdings.
Number of Shares
549,496
Previous 541,897
1.4%
Holding current value
$26.8 Million
Previous $27.2 Million
0.37%
% of portfolio
4.22%
Previous 4.1%
Shares
6 transactions
Others Institutions Holding VTEB
# of Institutions
1,330Shares Held
563MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.77 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.68 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.28 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio