Regal Investment Advisors LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Regal Investment Advisors LLC
- $1.4 Billion
- Q3 2024
A detailed history of Regal Investment Advisors LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Regal Investment Advisors LLC holds 33,959 shares of VTEB stock, worth $1.7 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
33,959
Previous 34,455
1.44%
Holding current value
$1.7 Million
Previous $1.73 Million
0.52%
% of portfolio
0.12%
Previous 0.12%
Shares
5 transactions
Others Institutions Holding VTEB
# of Institutions
1,176Shares Held
510MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.73 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.63 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.58 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.58 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio