Shade Tree Advisors LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Shade Tree Advisors LLC
- $101 Billion
- Q1 2025
A detailed history of Shade Tree Advisors LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Shade Tree Advisors LLC holds 74,206 shares of VTEB stock, worth $3.62 Million. This represents 3.65% of its overall portfolio holdings.
Number of Shares
74,206
Previous 72,151
2.85%
Holding current value
$3.62 Million
Previous $3.62 Billion
1.8%
% of portfolio
3.65%
Previous 3.65%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,330Shares 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