Sincerus Advisory, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Sincerus Advisory, LLC
- $106 Billion
- Q2 2025
A detailed history of Sincerus Advisory, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Sincerus Advisory, LLC holds 59,897 shares of VTEB stock, worth $2.93 Million. This represents 2.73% of its overall portfolio holdings.
Number of Shares
59,897
Previous 39,653
51.05%
Holding current value
$2.93 Million
Previous $1.97 Billion
47.82%
% of portfolio
2.73%
Previous 2.08%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,332Shares Held
561MCall Options Held
16.3KPut Options Held
422K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.78 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.69 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.31 Billion1.13% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio