Soa Wealth Advisors, Llc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Soa Wealth Advisors, Llc.
- $850 Million
- Q1 2025
A detailed history of Soa Wealth Advisors, Llc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 1,996 shares of VTEB stock, worth $97,105. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,996
Previous 1,996
-0.0%
Holding current value
$97,105
Previous $100,000
2.0%
% of portfolio
0.01%
Previous 0.02%
Shares
15 transactions
Others Institutions Holding VTEB
# of Institutions
1,308Shares Held
555MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.83 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.64 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.59 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.22 Billion1.23% of portfolio
-
Wealthfront Advisers LLC24.5MShares$1.19 Billion3.61% of portfolio