Wealth Alliance Advisory Group, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Wealth Alliance Advisory Group, LLC
- $456 Million
- Q2 2025
A detailed history of Wealth Alliance Advisory Group, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Wealth Alliance Advisory Group, LLC holds 31,782 shares of VTEB stock, worth $1.59 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
31,782
Previous 36,782
13.59%
Holding current value
$1.59 Million
Previous $1.82 Million
14.49%
% of portfolio
0.34%
Previous 0.44%
Shares
7 transactions
Others Institutions Holding VTEB
# of Institutions
1,336Shares Held
561MCall Options Held
124KPut Options Held
62.8K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.87 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO35.2MShares$1.76 Billion1.27% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.35 Billion1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24.7MShares$1.24 Billion0.22% of portfolio
-
Morgan Stanley New York, NY23.3MShares$1.17 Billion0.08% of portfolio