Sunesis Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Sunesis Advisors, LLC
- $170 Million
- Q1 2024
A detailed history of Sunesis Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Sunesis Advisors, LLC holds 51,998 shares of VTEB stock, worth $2.61 Million. This represents 1.55% of its overall portfolio holdings.
Number of Shares
51,998
Previous 51,998
-0.0%
Holding current value
$2.61 Million
Previous $2.65 Million
0.87%
% of portfolio
1.55%
Previous 1.63%
Shares
1 transactions
Others Institutions Holding VTEB
# of Institutions
1,104Shares Held
484MCall Options Held
26.8KPut Options Held
86.9K-
Jpmorgan Chase & CO New York, NY77MShares$3.87 Billion0.35% of portfolio
-
Northwestern Mutual Wealth Management CO34.6MShares$1.74 Billion1.8% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA29.5MShares$1.48 Billion2.05% of portfolio
-
Wealthfront Advisers LLC28.4MShares$1.43 Billion5.03% of portfolio
-
Creative Planning Overland Park, KS24.8MShares$1.25 Billion1.39% of portfolio