Tilson Financial Group, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Tilson Financial Group, Inc.
- $245 Million
- Q4 2024
A detailed history of Tilson Financial Group, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Tilson Financial Group, Inc. holds 210,846 shares of VTEB stock, worth $10.6 Million. This represents 4.31% of its overall portfolio holdings.
Number of Shares
210,846
Previous 124,963
68.73%
Holding current value
$10.6 Million
Previous $6.26 Million
68.8%
% of portfolio
4.31%
Previous 3.11%
Shares
8 transactions
Others Institutions Holding VTEB
# of Institutions
1,238Shares Held
510MCall Options Held
39.6KPut Options Held
53.8K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.75 Billion0.31% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.64 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.64 Billion1.49% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.04 Billion0.39% of portfolio