Petra Financial Advisors Inc Vanguard Mun Bd Fds Tax Exempt Transaction History
Petra Financial Advisors Inc
- $136 Billion
- Q1 2024
A detailed history of Petra Financial Advisors Inc transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Petra Financial Advisors Inc holds 31,728 shares of VTEB stock, worth $1.59 Million. This represents 1.18% of its overall portfolio holdings.
Number of Shares
31,728
Previous 31,728
-0.0%
Holding current value
$1.59 Million
Previous $1.62 Billion
0.55%
% of portfolio
1.18%
Previous 1.35%
Shares
5 transactions
Others Institutions Holding VTEB
# of Institutions
1,104Shares Held
484MCall Options Held
26.8KPut Options Held
86.9K-
Jpmorgan Chase & CO New York, NY77MShares$3.87 Billion0.35% of portfolio
-
Northwestern Mutual Wealth Management CO34.6MShares$1.74 Billion1.8% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA29.5MShares$1.48 Billion2.05% of portfolio
-
Wealthfront Advisers LLC28.4MShares$1.43 Billion5.03% of portfolio
-
Creative Planning Overland Park, KS24.8MShares$1.25 Billion1.39% of portfolio