San Luis Wealth Advisors LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
San Luis Wealth Advisors LLC
- $528 Million
- Q4 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 434,509 shares of VTEB stock, worth $21.7 Million. This represents 4.12% of its overall portfolio holdings.
Number of Shares
434,509
Previous 471,187
7.78%
Holding current value
$21.7 Million
Previous $24.1 Million
9.57%
% of portfolio
4.12%
Previous 4.97%
Shares
7 transactions
Others Institutions Holding VTEB
# of Institutions
1,189Shares Held
511MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.73 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.63 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.58 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.58 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio