Tpg Financial Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Tpg Financial Advisors, LLC
- $240 Million
- Q2 2025
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 64,217 shares of VTEB stock, worth $3.14 Million. This represents 1.31% of its overall portfolio holdings.
Number of Shares
64,217
Previous 88,864
27.74%
Holding current value
$3.14 Million
Previous $4.4 Million
28.49%
% of portfolio
1.31%
Previous 1.95%
Shares
7 transactions
Others Institutions Holding VTEB
# of Institutions
1,332Shares Held
561MCall Options Held
16.3KPut Options Held
422K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.78 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.69 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.31 Billion1.13% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio