Sage Oak Financial, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Sage Oak Financial, LLC
- $109 Billion
- Q4 2024
A detailed history of Sage Oak Financial, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Sage Oak Financial, LLC holds 16,191 shares of VTEB stock, worth $813,273. This represents 0.74% of its overall portfolio holdings.
Number of Shares
16,191Holding current value
$813,273% of portfolio
0.74%Shares
1 transactions
Others Institutions Holding VTEB
# of Institutions
1,242Shares Held
510MCall Options Held
39.6KPut Options Held
53.8K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.75 Billion0.31% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.64 Billion0.31% of portfolio
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Northwestern Mutual Wealth Management CO32.7MShares$1.64 Billion1.49% of portfolio
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Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio
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Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.04 Billion0.39% of portfolio