Stewardship Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Stewardship Advisors, LLC
- $341 Million
- Q4 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 217,936 shares of VTEB stock, worth $10.9 Million. This represents 3.2% of its overall portfolio holdings.
Number of Shares
217,936
Previous 208,807
4.37%
Holding current value
$10.9 Million
Previous $10.7 Million
2.35%
% of portfolio
3.2%
Previous 3.16%
Shares
4 transactions
Others Institutions Holding VTEB
# of Institutions
1,291Shares Held
546MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.95 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.69 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.64 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.26 Billion1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.04 Billion0.39% of portfolio