Sowell Financial Services LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Sowell Financial Services LLC
- $2.1 Billion
- Q3 2024
A detailed history of Sowell Financial Services LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Sowell Financial Services LLC holds 33,211 shares of VTEB stock, worth $1.68 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
33,211
Previous 33,291
0.24%
Holding current value
$1.68 Million
Previous $1.67 Million
1.74%
% of portfolio
0.08%
Previous 0.08%
Shares
10 transactions
Others Institutions Holding VTEB
# of Institutions
1,175Shares Held
508MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.78 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.65 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.6 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.6 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.26 Billion1.27% of portfolio