Whalen Wealth Management Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Whalen Wealth Management Inc.
- $144 Billion
- Q4 2024
A detailed history of Whalen Wealth Management Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 4,945 shares of VTEB stock, worth $248,140. This represents 0.17% of its overall portfolio holdings.
Number of Shares
4,945Holding current value
$248,140% of portfolio
0.17%Shares
1 transactions
Others Institutions Holding VTEB
# of Institutions
1,224Shares Held
516MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.75 Billion0.31% of portfolio
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Northwestern Mutual Wealth Management CO32.7MShares$1.64 Billion1.49% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.58 Billion0.31% of portfolio
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Wealthfront Advisers LLC31.5MShares$1.58 Billion5.01% of portfolio
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Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio