Vishria Bird Financial Group, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Vishria Bird Financial Group, LLC
- $285 Million
- Q4 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 123,634 shares of VTEB stock, worth $6.17 Million. This represents 2.17% of its overall portfolio holdings.
Number of Shares
123,634
Previous 124,318
0.55%
Holding current value
$6.17 Million
Previous $6.36 Million
2.47%
% of portfolio
2.17%
Previous 2.41%
Shares
8 transactions
Others Institutions Holding VTEB
# of Institutions
1,188Shares Held
511MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.73 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.63 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.58 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.58 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio