Websterrogers Financial Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Websterrogers Financial Advisors, LLC
- $274 Million
- Q1 2024
A detailed history of Websterrogers Financial Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Websterrogers Financial Advisors, LLC holds 120,940 shares of VTEB stock, worth $6.06 Million. This represents 2.24% of its overall portfolio holdings.
Number of Shares
120,940
Previous 102,575
17.9%
Holding current value
$6.06 Million
Previous $5.24 Million
16.86%
% of portfolio
2.24%
Previous 2.25%
Shares
14 transactions
Others Institutions Holding VTEB
# of Institutions
1,103Shares Held
484MCall Options Held
26.8KPut Options Held
86.9K-
Jpmorgan Chase & CO New York, NY77MShares$3.86 Billion0.35% of portfolio
-
Northwestern Mutual Wealth Management CO34.6MShares$1.73 Billion1.8% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA29.5MShares$1.48 Billion2.05% of portfolio
-
Wealthfront Advisers LLC28.4MShares$1.42 Billion5.03% of portfolio
-
Creative Planning Overland Park, KS24.8MShares$1.24 Billion1.39% of portfolio