Warren Averett Asset Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Warren Averett Asset Management, LLC
- $9.72 Billion
- Q3 2025
A detailed history of Warren Averett Asset Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 594,777 shares of VTEB stock, worth $29.9 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
594,777
Previous 624,180
4.71%
Holding current value
$29.9 Million
Previous $30.6 Million
2.69%
% of portfolio
0.31%
Previous 0.34%
Shares
11 transactions
Others Institutions Holding VTEB
# of Institutions
1,375Shares Held
602MCall Options Held
282KPut Options Held
56K-
Jpmorgan Chase & CO New York, NY99.1MShares$4.98 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO35.7MShares$1.8 Billion1.21% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.31 Billion1.01% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24MShares$1.21 Billion0.2% of portfolio
-
Morgan Stanley New York, NY23MShares$1.16 Billion0.07% of portfolio