Strategic Wealth Advisors Group, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Strategic Wealth Advisors Group, LLC
- $2.33 Billion
- Q3 2022
A detailed history of Strategic Wealth Advisors Group, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 53,257 shares of VTEB stock, worth $2.69 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
53,257
Previous 95,757
44.38%
Holding current value
$2.69 Million
Previous $4.81 Million
46.72%
% of portfolio
0.11%
Previous 0.2%
Shares
6 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$3.77 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