Westover Capital Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Westover Capital Advisors, LLC
- $513 Million
- Q3 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 168,480 shares of VTEB stock, worth $8.44 Million. This represents 1.68% of its overall portfolio holdings.
Number of Shares
168,480
Previous 73,992
127.7%
Holding current value
$8.44 Million
Previous $3.71 Million
132.32%
% of portfolio
1.68%
Previous 0.97%
Shares
10 transactions
Others Institutions Holding VTEB
# of Institutions
1,176Shares Held
510MCall 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