Sunesis Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Sunesis Advisors, LLC
- $177 Million
- Q1 2025
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 51,727 shares of VTEB stock, worth $2.53 Million. This represents 1.45% of its overall portfolio holdings.
Number of Shares
51,727
Previous 51,928
0.39%
Holding current value
$2.53 Million
Previous $2.6 Million
1.42%
% of portfolio
1.45%
Previous 1.59%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,312Shares Held
555MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.84 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.64 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.6 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.23 Billion1.23% of portfolio
-
Wealthfront Advisers LLC24.5MShares$1.2 Billion3.61% of portfolio