Wealth Alliance Vanguard Mun Bd Fds Tax Exempt Transaction History
Wealth Alliance
- $799 Million
- Q1 2025
A detailed history of Wealth Alliance transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Wealth Alliance holds 93,927 shares of VTEB stock, worth $4.58 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
93,927
Previous 71,407
31.54%
Holding current value
$4.58 Million
Previous $3.58 Million
30.2%
% of portfolio
0.58%
Previous 0.44%
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