W Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
W Advisors, LLC
- $158 Million
- Q1 2025
A detailed history of W Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, W Advisors, LLC holds 28,813 shares of VTEB stock, worth $1.41 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
28,813
Previous 27,503
4.76%
Holding current value
$1.41 Million
Previous $1.38 Million
3.7%
% of portfolio
0.9%
Previous 0.86%
Shares
7 transactions
Others Institutions Holding VTEB
# of Institutions
1,329Shares Held
563MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.77 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.68 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.28 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio