Perennial Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Perennial Advisors, LLC
- $444 Million
- Q2 2024
A detailed history of Perennial Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Perennial Advisors, LLC holds 31,372 shares of VTEB stock, worth $1.58 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
31,372
Previous 30,568
2.63%
Holding current value
$1.58 Million
Previous $1.55 Million
1.68%
% of portfolio
0.35%
Previous 0.36%
Shares
8 transactions
Others Institutions Holding VTEB
# of Institutions
1,238Shares Held
510MCall Options Held
39.6KPut Options Held
53.8K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.75 Billion0.31% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.64 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.64 Billion1.49% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.04 Billion0.39% of portfolio