Vishria Bird Financial Group, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Vishria Bird Financial Group, LLC
- $263 Million
- Q1 2025
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 123,027 shares of VTEB stock, worth $6.05 Million. This represents 2.32% of its overall portfolio holdings.
Number of Shares
123,027
Previous 123,634
0.49%
Holding current value
$6.05 Million
Previous $6.2 Million
1.52%
% of portfolio
2.32%
Previous 2.17%
Shares
9 transactions
Others Institutions Holding VTEB
# of Institutions
1,315Shares Held
554MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.87 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.66 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.61 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.24 Billion1.23% of portfolio
-
Wealthfront Advisers LLC24.5MShares$1.2 Billion3.61% of portfolio