Resonant Capital Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Resonant Capital Advisors, LLC
- $1.17 Billion
- Q1 2024
A detailed history of Resonant Capital Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Resonant Capital Advisors, LLC holds 330,117 shares of VTEB stock, worth $16.6 Million. This represents 1.43% of its overall portfolio holdings.
Number of Shares
330,117
Previous 294,821
11.97%
Holding current value
$16.6 Million
Previous $15.1 Million
10.98%
% of portfolio
1.43%
Previous 1.46%
Shares
16 transactions
Others Institutions Holding VTEB
# of Institutions
1,102Shares Held
486MCall Options Held
26.8KPut Options Held
52.1K-
Jpmorgan Chase & CO New York, NY77MShares$3.88 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$1.49 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