Opal Wealth Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Opal Wealth Advisors, LLC
- $348 Million
- Q2 2025
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 6,474 shares of VTEB stock, worth $323,570. This represents 0.09% of its overall portfolio holdings.
Number of Shares
6,474
Previous 6,954
6.9%
Holding current value
$323,570
Previous $344,000
7.85%
% of portfolio
0.09%
Previous 0.11%
Shares
15 transactions
Others Institutions Holding VTEB
# of Institutions
1,331Shares Held
561MCall Options Held
124KPut Options Held
62.8K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.86 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO35.2MShares$1.76 Billion1.27% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.34 Billion1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24.7MShares$1.23 Billion0.22% of portfolio
-
Morgan Stanley New York, NY23.3MShares$1.17 Billion0.08% of portfolio