W Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
W Advisors, LLC
- $161 Million
- Q3 2024
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 33,176 shares of VTEB stock, worth $1.69 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
33,176
Previous 36,030
7.92%
Holding current value
$1.69 Million
Previous $1.81 Million
6.09%
% of portfolio
1.05%
Previous 1.19%
Shares
5 transactions
Others Institutions Holding VTEB
# of Institutions
1,176Shares Held
510MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.81 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.67 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.61 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.61 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.27 Billion1.27% of portfolio