Summit Trail Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Summit Trail Advisors, LLC
- $5.73 Billion
- Q2 2025
A detailed history of Summit Trail Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 14,276 shares of VTEB stock, worth $718,511. This represents 0.01% of its overall portfolio holdings.
Number of Shares
14,276Holding current value
$718,511% of portfolio
0.01%Shares
4 transactions
Others Institutions Holding VTEB
# of Institutions
1,346Shares Held
563MCall Options Held
124KPut Options Held
57.8K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.89 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO35.2MShares$1.77 Billion1.27% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.35 Billion1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24.7MShares$1.24 Billion0.22% of portfolio
-
Morgan Stanley New York, NY23.3MShares$1.17 Billion0.08% of portfolio