Xml Financial, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Xml Financial, LLC
- $1.08 Billion
- Q4 2024
A detailed history of Xml Financial, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Xml Financial, LLC holds 167,775 shares of VTEB stock, worth $8.44 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
167,775
Previous 156,657
7.1%
Holding current value
$8.44 Million
Previous $8.01 Million
5.02%
% of portfolio
0.78%
Previous 0.75%
Shares
18 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