Sunesis Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Sunesis Advisors, LLC
- $165 Million
- Q3 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 $2.64 Million. This represents 1.61% of its overall portfolio holdings.
Number of Shares
51,998
Previous 51,998
-0.0%
Holding current value
$2.64 Million
Previous $2.61 Million
2.03%
% of portfolio
1.61%
Previous 1.56%
Shares
1 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$3.79 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.66 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.6 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.6 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.27 Billion1.27% of portfolio