Wealth Alliance Vanguard Mun Bd Fds Tax Exempt Transaction History
Wealth Alliance
- $818 Million
- Q3 2024
A detailed history of Wealth Alliance transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Wealth Alliance holds 69,923 shares of VTEB stock, worth $3.51 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
69,923
Previous 70,147
0.32%
Holding current value
$3.51 Million
Previous $3.52 Million
1.68%
% of portfolio
0.44%
Previous 0.46%
Shares
5 transactions
Others Institutions Holding VTEB
# of Institutions
1,212Shares Held
515MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.74 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.64 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.58 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.58 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio