Trellis Wealth Advisors LLC Vanguard Mun Bd Fds Tax Exempt Put Options Transaction History

Trellis Wealth Advisors LLC

$200 Billion
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding VTEB

# of Institutions

1,160

Shares Held

497M

Call Options Held

21.1K

Put Options Held

53.6K

Jpmorgan Chase & CO New York, NY

74.7M
Shares

$3.72 Billion
0.33% of portfolio
Northwestern Mutual Wealth Management CO

31.7M
Shares

$1.58 Billion
1.57% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

30.6M
Shares

$1.52 Billion
0.3% of portfolio
Wealthfront Advisers LLC

30M
Shares

$1.49 Billion
5.06% of portfolio
Creative Planning Overland Park, KS

25M
Shares

$1.24 Billion
1.27% of portfolio

About VANGUARD MUN BD FDS TAX-EXEMPT

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