Vest Gen Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Vest Gen Advisors, LLC
- $2.2 Trillion
- Q1 2025
A detailed history of Vest Gen Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Vest Gen Advisors, LLC holds 46,226 shares of VTEB stock, worth $2.27 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
46,226Holding current value
$2.27 Million% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding VTEB
# of Institutions
1,334Shares Held
550MCall Options Held
11.6KPut Options Held
192K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.8 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.7 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.52 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.24 Billion1.23% of portfolio
-
Morgan Stanley New York, NY23MShares$1.13 Billion0.08% of portfolio