Source Financial Advisors LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Source Financial Advisors LLC
- $325 Million
- Q2 2024
A detailed history of Source Financial Advisors LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Source Financial Advisors LLC holds 99,016 shares of VTEB stock, worth $5.03 Million. This represents 1.53% of its overall portfolio holdings.
Number of Shares
99,016
Previous 264,155
62.52%
Holding current value
$5.03 Million
Previous $13.4 Million
62.88%
% of portfolio
1.53%
Previous 4.06%
Shares
9 transactions
Others Institutions Holding VTEB
# of Institutions
1,141Shares Held
493MCall Options Held
21.1KPut Options Held
21.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.8 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.61 Billion1.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.55 Billion0.3% of portfolio
-
Wealthfront Advisers LLC30MShares$1.52 Billion5.06% of portfolio
-
Creative Planning Overland Park, KS25.6MShares$1.3 Billion1.37% of portfolio