Spurstone Advisory Services, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Spurstone Advisory Services, LLC
- $5.14 Billion
- Q1 2025
A detailed history of Spurstone Advisory Services, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Spurstone Advisory Services, LLC holds 1,123 shares of VTEB stock, worth $54,802. This represents 1.08% of its overall portfolio holdings.
Number of Shares
1,123
Previous 32
3409.38%
Holding current value
$54,802
Previous $1.6 Million
3374.0%
% of portfolio
1.08%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,329Shares Held
563MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.77 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.68 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.28 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio