Trellis Wealth Advisors LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Trellis Wealth Advisors LLC
- $182 Billion
- Q2 2024
A detailed history of Trellis Wealth Advisors LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Trellis Wealth Advisors LLC holds 8,006 shares of VTEB stock, worth $408,386. This represents 0.22% of its overall portfolio holdings.
Number of Shares
8,006Holding current value
$408,386% of portfolio
0.22%Shares
1 transactions
Others Institutions Holding VTEB
# of Institutions
1,142Shares Held
493MCall Options Held
21.1KPut Options Held
21.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.81 Billion0.33% of portfolio
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Northwestern Mutual Wealth Management CO31.7MShares$1.62 Billion1.57% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.56 Billion0.3% of portfolio
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Wealthfront Advisers LLC30MShares$1.53 Billion5.06% of portfolio
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Creative Planning Overland Park, KS25.6MShares$1.31 Billion1.37% of portfolio