Rocky Mountain Advisers, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Rocky Mountain Advisers, LLC

$121 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 26, 2021	BUY	$54.77 - $55.59 $31,492 - $31,964	575 Added 31.94%	2,375 $130,000
Q2 2021 Jul 22, 2021	BUY	$54.58 - $55.46 $98,244 - $99,828	1,800 New	1,800 $100,000

Others Institutions Holding VTEB

# of Institutions

1,293

Shares Held

546M

Call Options Held

22.3K

Put Options Held

83.8K

Jpmorgan Chase & CO New York, NY

78.7M
Shares

$3.95 Billion
0.32% of portfolio
Northwestern Mutual Wealth Management CO

33.6M
Shares

$1.69 Billion
1.43% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

32.7M
Shares

$1.64 Billion
0.31% of portfolio
Creative Planning Overland Park, KS

25.1M
Shares

$1.26 Billion
1.23% of portfolio
Raymond James Financial Inc St. Petersburg, FL

20.8M
Shares

$1.04 Billion
0.39% of portfolio

About VANGUARD MUN BD FDS TAX-EXEMPT

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