Physician Wealth Solutions Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Physician Wealth Solutions Inc.
- $216 Billion
- Q2 2025
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 194,856 shares of VTEB stock, worth $9.79 Million. This represents 4.43% of its overall portfolio holdings.
Number of Shares
194,856
Previous 278,112
29.94%
Holding current value
$9.79 Million
Previous $13.8 Billion
30.77%
% of portfolio
4.43%
Previous 6.93%
Shares
7 transactions
Others Institutions Holding VTEB
# of Institutions
1,336Shares Held
561MCall Options Held
124KPut Options Held
62.8K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.88 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO35.2MShares$1.77 Billion1.27% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.35 Billion1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24.7MShares$1.24 Billion0.22% of portfolio
-
Morgan Stanley New York, NY23.3MShares$1.17 Billion0.08% of portfolio