Vishria Bird Financial Group, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Vishria Bird Financial Group, LLC
- $234 Million
- Q1 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 124,625 shares of VTEB stock, worth $6.24 Million. This represents 2.7% of its overall portfolio holdings.
Number of Shares
124,625
Previous 127,794
2.48%
Holding current value
$6.24 Million
Previous $6.52 Million
3.34%
% of portfolio
2.7%
Previous 3.08%
Shares
6 transactions
Others Institutions Holding VTEB
# of Institutions
1,103Shares Held
484MCall Options Held
26.8KPut Options Held
86.9K-
Jpmorgan Chase & CO New York, NY77MShares$3.86 Billion0.35% of portfolio
-
Northwestern Mutual Wealth Management CO34.6MShares$1.73 Billion1.8% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA29.5MShares$1.48 Billion2.05% of portfolio
-
Wealthfront Advisers LLC28.4MShares$1.42 Billion5.03% of portfolio
-
Creative Planning Overland Park, KS24.8MShares$1.24 Billion1.39% of portfolio