Meredith Wealth Planning Vanguard Mun Bd Fds Tax Exempt Transaction History
Meredith Wealth Planning
- $210 Billion
- Q3 2024
A detailed history of Meredith Wealth Planning transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Meredith Wealth Planning holds 39,920 shares of VTEB stock, worth $1.99 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
39,920
Previous 39,550
0.94%
Holding current value
$1.99 Million
Previous $1.98 Billion
2.97%
% of portfolio
0.97%
Previous 1.04%
Shares
8 transactions
Others Institutions Holding VTEB
# of Institutions
1,160Shares Held
497MCall Options Held
21.1KPut Options Held
53.6K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.72 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.58 Billion1.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.52 Billion0.3% of portfolio
-
Wealthfront Advisers LLC30MShares$1.49 Billion5.06% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.24 Billion1.27% of portfolio