Southland Equity Partners LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Southland Equity Partners LLC
- $411 Billion
- Q3 2024
A detailed history of Southland Equity Partners LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Southland Equity Partners LLC holds 16,809 shares of VTEB stock, worth $854,905. This represents 0.21% of its overall portfolio holdings.
Number of Shares
16,809
Previous 16,809
-0.0%
Holding current value
$854,905
Previous $842 Million
2.02%
% of portfolio
0.21%
Previous 0.24%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,176Shares Held
510MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.8 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.66 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.61 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.6 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.27 Billion1.27% of portfolio