Physician Wealth Solutions Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Physician Wealth Solutions Inc.
- $201 Billion
- Q3 2024
A detailed history of Physician Wealth Solutions Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Physician Wealth Solutions Inc. holds 279,615 shares of VTEB stock, worth $14.1 Million. This represents 7.02% of its overall portfolio holdings.
Number of Shares
279,615
Previous 186,366
50.04%
Holding current value
$14.1 Million
Previous $9.34 Billion
50.72%
% of portfolio
7.02%
Previous 6.67%
Shares
4 transactions
Others Institutions Holding VTEB
# of Institutions
1,175Shares Held
508MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.77 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.65 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.59 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.59 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.26 Billion1.27% of portfolio