Breakwater Investment Management Vanguard Mun Bd Fds Tax Exempt Transaction History
Breakwater Investment Management
- $224 Billion
- Q2 2024
A detailed history of Breakwater Investment Management transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Breakwater Investment Management holds 13,614 shares of VTEB stock, worth $683,831. This represents 0.31% of its overall portfolio holdings.
Number of Shares
13,614
Previous 12,899
5.54%
Holding current value
$683,831
Previous $653 Million
4.52%
% of portfolio
0.31%
Previous 0.3%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,160Shares Held
496MCall Options Held
21.1KPut Options Held
53.6K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.75 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.59 Billion1.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.53 Billion0.3% of portfolio
-
Wealthfront Advisers LLC30MShares$1.51 Billion5.06% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio