Opal Wealth Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Opal Wealth Advisors, LLC
- $315 Million
- Q3 2024
A detailed history of Opal Wealth Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 90,739 shares of VTEB stock, worth $4.59 Million. This represents 1.47% of its overall portfolio holdings.
Number of Shares
90,739
Previous 91,446
0.77%
Holding current value
$4.59 Million
Previous $4.58 Million
1.22%
% of portfolio
1.47%
Previous 1.49%
Shares
12 transactions
Others Institutions Holding VTEB
# of Institutions
1,172Shares Held
509MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.77 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$1.59 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.59 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.26 Billion1.27% of portfolio