Westover Capital Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Westover Capital Advisors, LLC
- $445 Million
- Q4 2024
A detailed history of Westover Capital Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Westover Capital Advisors, LLC holds 87,729 shares of VTEB stock, worth $4.41 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
87,729
Previous 168,480
47.93%
Holding current value
$4.41 Million
Previous $8.61 Million
48.94%
% of portfolio
0.99%
Previous 1.68%
Shares
11 transactions
Others Institutions Holding VTEB
# of Institutions
1,229Shares Held
539MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.76 Billion0.31% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.64 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.64 Billion1.49% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.59 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.26 Billion1.27% of portfolio