Tpg Financial Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Tpg Financial Advisors, LLC
- $189 Million
- Q4 2023
A detailed history of Tpg Financial Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Tpg Financial Advisors, LLC holds 20,492 shares of VTEB stock, worth $1.03 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
20,492
Previous 20,210
1.4%
Holding current value
$1.03 Million
Previous $972,000
7.61%
% of portfolio
0.55%
Previous 0.53%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,103Shares Held
484MCall Options Held
26.8KPut Options Held
86.9K-
Jpmorgan Chase & CO New York, NY77MShares$3.86 Billion0.35% of portfolio
-
Northwestern Mutual Wealth Management CO34.6MShares$1.73 Billion1.8% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA29.5MShares$1.48 Billion2.05% of portfolio
-
Wealthfront Advisers LLC28.4MShares$1.42 Billion5.03% of portfolio
-
Creative Planning Overland Park, KS24.8MShares$1.24 Billion1.39% of portfolio