Soltis Investment Advisors LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Soltis Investment Advisors LLC
- $1.23 Billion
- Q2 2025
A detailed history of Soltis Investment Advisors LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 152,986 shares of VTEB stock, worth $7.47 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
152,986
Previous 160,704
4.8%
Holding current value
$7.47 Million
Previous $7.97 Million
5.94%
% of portfolio
0.61%
Previous 0.74%
Shares
16 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