Petra Financial Advisors Inc Vanguard Mun Bd Fds Tax Exempt Transaction History
Petra Financial Advisors Inc
- $122 Billion
- Q1 2025
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 36,813 shares of VTEB stock, worth $1.8 Million. This represents 1.5% of its overall portfolio holdings.
Number of Shares
36,813
Previous 30,105
22.28%
Holding current value
$1.8 Million
Previous $1.51 Billion
21.04%
% of portfolio
1.5%
Previous 1.03%
Shares
8 transactions
Others Institutions Holding VTEB
# of Institutions
1,329Shares 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