Vishria Bird Financial Group, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Vishria Bird Financial Group, LLC
- $267 Million
- Q2 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 135,312 shares of VTEB stock, worth $6.61 Million. This represents 2.48% of its overall portfolio holdings.
Number of Shares
135,312
Previous 123,027
9.99%
Holding current value
$6.61 Million
Previous $6.1 Million
8.68%
% of portfolio
2.48%
Previous 2.32%
Shares
10 transactions
Others Institutions Holding VTEB
# of Institutions
1,332Shares Held
561MCall Options Held
16.3KPut Options Held
422K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.78 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.69 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.31 Billion1.13% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio