Valeo Financial Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Valeo Financial Advisors, LLC
- $3.49 Billion
- Q2 2024
A detailed history of Valeo Financial Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 56,157 shares of VTEB stock, worth $2.87 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
56,157
Previous 54,229
3.56%
Holding current value
$2.87 Million
Previous $2.74 Million
2.59%
% of portfolio
0.08%
Previous 0.08%
Shares
28 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$3.82 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.62 Billion1.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.56 Billion0.3% of portfolio
-
Wealthfront Advisers LLC30MShares$1.53 Billion5.06% of portfolio
-
Creative Planning Overland Park, KS25.6MShares$1.31 Billion1.37% of portfolio