Rockwood Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Rockwood Wealth Management, LLC
- $821 Billion
- Q2 2024
A detailed history of Rockwood Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Rockwood Wealth Management, LLC holds 641,234 shares of VTEB stock, worth $32.6 Million. This represents 3.91% of its overall portfolio holdings.
Number of Shares
641,234
Previous 580,068
10.54%
Holding current value
$32.6 Million
Previous $29.4 Billion
9.47%
% of portfolio
3.91%
Previous 3.79%
Shares
10 transactions
Others Institutions Holding VTEB
# of Institutions
1,141Shares Held
493MCall Options Held
21.1KPut Options Held
21.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.8 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.61 Billion1.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.55 Billion0.3% of portfolio
-
Wealthfront Advisers LLC30MShares$1.52 Billion5.06% of portfolio
-
Creative Planning Overland Park, KS25.6MShares$1.3 Billion1.37% of portfolio