Long Island Wealth Management, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Long Island Wealth Management, Inc.
- $193 Billion
- Q2 2025
A detailed history of Long Island Wealth Management, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Long Island Wealth Management, Inc. holds 19,411 shares of VTEB stock, worth $970,161. This represents 0.49% of its overall portfolio holdings.
Number of Shares
19,411
Previous 20,346
4.6%
Holding current value
$970,161
Previous $1.01 Billion
5.73%
% of portfolio
0.49%
Previous 0.61%
Shares
7 transactions
Others Institutions Holding VTEB
# of Institutions
1,332Shares Held
561MCall Options Held
124KPut Options Held
62.8K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.86 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO35.2MShares$1.76 Billion1.27% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.34 Billion1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24.7MShares$1.23 Billion0.22% of portfolio
-
Morgan Stanley New York, NY23.3MShares$1.17 Billion0.08% of portfolio