Soltis Investment Advisors LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Soltis Investment Advisors LLC
- $889 Million
- Q1 2024
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 168,866 shares of VTEB stock, worth $8.49 Million. This represents 0.96% of its overall portfolio holdings.
Number of Shares
168,866
Previous 168,866
-0.0%
Holding current value
$8.49 Million
Previous $8.54 Million
-0.0%
% of portfolio
0.96%
Previous 0.92%
Shares
11 transactions
Others Institutions Holding VTEB
# of Institutions
1,104Shares Held
484MCall Options Held
26.8KPut Options Held
86.9K-
Jpmorgan Chase & CO New York, NY77MShares$3.87 Billion0.35% of portfolio
-
Northwestern Mutual Wealth Management CO34.6MShares$1.74 Billion1.8% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA29.5MShares$1.48 Billion2.05% of portfolio
-
Wealthfront Advisers LLC28.4MShares$1.43 Billion5.03% of portfolio
-
Creative Planning Overland Park, KS24.8MShares$1.25 Billion1.39% of portfolio