Sage Mountain Advisors LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Sage Mountain Advisors LLC
- $1.33 Billion
- Q1 2025
A detailed history of Sage Mountain Advisors LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Sage Mountain Advisors LLC holds 18,238 shares of VTEB stock, worth $890,014. This represents 0.07% of its overall portfolio holdings.
Number of Shares
18,238
Previous 16,216
12.47%
Holding current value
$890,014
Previous $812,000
11.33%
% of portfolio
0.07%
Previous 0.06%
Shares
4 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