United Capital Financial Advisers, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
United Capital Financial Advisers, LLC
- $11.5 Billion
- Q2 2024
A detailed history of United Capital Financial Advisers, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 17,360 shares of VTEB stock, worth $882,756. This represents 0.01% of its overall portfolio holdings.
Number of Shares
17,360
Previous 16,379
5.99%
Holding current value
$882,756
Previous $828,000
4.95%
% of portfolio
0.01%
Previous 0.01%
Shares
29 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$3.8 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.61 Billion1.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.55 Billion0.3% of portfolio
-
Wealthfront Advisers LLC30MShares$1.52 Billion5.06% of portfolio
-
Creative Planning Overland Park, KS25.6MShares$1.3 Billion1.37% of portfolio