Silver Oak Advisory Group, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Silver Oak Advisory Group, Inc.
- $189 Million
- Q4 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 239,067 shares of VTEB stock, worth $11.9 Million. This represents 6.34% of its overall portfolio holdings.
Number of Shares
239,067
Previous 238,903
0.07%
Holding current value
$11.9 Million
Previous $12.2 Million
1.87%
% of portfolio
6.34%
Previous 6.26%
Shares
13 transactions
Others Institutions Holding VTEB
# of Institutions
1,302Shares Held
530MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.92 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.68 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.63 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.25 Billion1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.04 Billion0.39% of portfolio