Stewardship Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Stewardship Advisors, LLC
- $337 Million
- Q3 2024
A detailed history of Stewardship Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Stewardship Advisors, LLC holds 208,807 shares of VTEB stock, worth $10.5 Million. This represents 3.16% of its overall portfolio holdings.
Number of Shares
208,807
Previous 219,663
4.94%
Holding current value
$10.5 Million
Previous $11 Million
3.03%
% of portfolio
3.16%
Previous 3.71%
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$3.77 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$1.59 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.59 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.26 Billion1.27% of portfolio