San Luis Wealth Advisors LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
San Luis Wealth Advisors LLC
- $416 Million
- Q2 2024
A detailed history of San Luis Wealth Advisors LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, San Luis Wealth Advisors LLC holds 304,708 shares of VTEB stock, worth $15.5 Million. This represents 3.67% of its overall portfolio holdings.
Number of Shares
304,708Holding current value
$15.5 Million% of portfolio
3.67%Shares
5 transactions
Others Institutions Holding VTEB
# of Institutions
1,141Shares Held
493MCall Options Held
21.1KPut Options Held
21.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.8 Billion0.33% of portfolio
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Northwestern Mutual Wealth Management CO31.7MShares$1.61 Billion1.57% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.55 Billion0.3% of portfolio
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Wealthfront Advisers LLC30MShares$1.52 Billion5.06% of portfolio
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Creative Planning Overland Park, KS25.6MShares$1.3 Billion1.37% of portfolio