Financial Perspectives, Inc Vanguard Mun Bd Fds Tax Exempt Transaction History
Financial Perspectives, Inc
- $271 Billion
- Q2 2024
A detailed history of Financial Perspectives, Inc transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Financial Perspectives, Inc holds 4,661 shares of VTEB stock, worth $237,011. This represents 0.09% of its overall portfolio holdings.
Number of Shares
4,661
Previous 4,661
-0.0%
Holding current value
$237,011
Previous $236 Million
0.97%
% of portfolio
0.09%
Previous 0.09%
Shares
7 transactions
Others Institutions Holding VTEB
# of Institutions
1,142Shares 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