Silver Oak Advisory Group, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Silver Oak Advisory Group, Inc.
- $188 Million
- Q1 2025
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 232,504 shares of VTEB stock, worth $11.3 Million. This represents 6.13% of its overall portfolio holdings.
Number of Shares
232,504
Previous 239,067
2.75%
Holding current value
$11.3 Million
Previous $12 Million
3.74%
% of portfolio
6.13%
Previous 6.34%
Shares
14 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