Rather & Kittrell, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History

Rather & Kittrell, Inc.

$342 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 10, 2022	SELL	$51.44 - $54.88 $187,447 - $199,982	-3,644 Closed	0 $0
Q4 2021 Feb 18, 2022	BUY	$54.5 - $55.03 $198,598 - $200,529	3,644 New	3,644 $200,000

Others Institutions Holding VTEB

# of Institutions

1,142

Shares Held

493M

Call Options Held

21.1K

Put Options Held

21.7K

Jpmorgan Chase & CO New York, NY

74.7M
Shares

$3.8 Billion
0.33% of portfolio
Northwestern Mutual Wealth Management CO

31.7M
Shares

$1.61 Billion
1.57% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

30.6M
Shares

$1.55 Billion
0.3% of portfolio
Wealthfront Advisers LLC

30M
Shares

$1.52 Billion
5.06% of portfolio
Creative Planning Overland Park, KS

25.6M
Shares

$1.3 Billion
1.37% of portfolio

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

More about VTEB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Rather & Kittrell, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Rather & Kittrell, Inc. with notifications on news.