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
1,178Shares Held
510MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.73 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.63 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.58 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.57 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio