Sincerus Advisory, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Sincerus Advisory, LLC
- $94.8 Billion
- Q1 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 39,653 shares of VTEB stock, worth $1.94 Million. This represents 2.08% of its overall portfolio holdings.
Number of Shares
39,653
Previous 39,888
0.59%
Holding current value
$1.94 Million
Previous $2 Billion
1.6%
% of portfolio
2.08%
Previous 2.14%
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