Vishria Bird Financial Group, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Vishria Bird Financial Group, LLC
- $264 Million
- Q3 2024
A detailed history of Vishria Bird Financial Group, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Vishria Bird Financial Group, LLC holds 124,318 shares of VTEB stock, worth $6.19 Million. This represents 2.41% of its overall portfolio holdings.
Number of Shares
124,318
Previous 124,625
0.25%
Holding current value
$6.19 Million
Previous $6.25 Million
1.76%
% of portfolio
2.41%
Previous 2.62%
Shares
7 transactions
Others Institutions Holding VTEB
# of Institutions
1,161Shares Held
496MCall Options Held
21.1KPut Options Held
53.6K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.72 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.58 Billion1.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.52 Billion0.3% of portfolio
-
Wealthfront Advisers LLC30MShares$1.49 Billion5.06% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.24 Billion1.27% of portfolio