Silver Oak Advisory Group, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Silver Oak Advisory Group, Inc.
- $195 Million
- Q3 2024
A detailed history of Silver Oak Advisory Group, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Silver Oak Advisory Group, Inc. holds 238,903 shares of VTEB stock, worth $12.1 Million. This represents 6.26% of its overall portfolio holdings.
Number of Shares
238,903
Previous 235,776
1.33%
Holding current value
$12.1 Million
Previous $11.8 Million
3.37%
% of portfolio
6.26%
Previous 6.56%
Shares
12 transactions
Others Institutions Holding VTEB
# of Institutions
1,175Shares Held
508MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.78 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.65 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.6 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.6 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.26 Billion1.27% of portfolio