Barnes Wealth Management Group, Inc Vanguard Mun Bd Fds Tax Exempt Transaction History
Barnes Wealth Management Group, Inc
- $156 Billion
- Q1 2025
A detailed history of Barnes Wealth Management Group, Inc transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Barnes Wealth Management Group, Inc holds 14,287 shares of VTEB stock, worth $698,348. This represents 0.45% of its overall portfolio holdings.
Number of Shares
14,287
Previous 15,793
9.54%
Holding current value
$698,348
Previous $792 Million
10.46%
% of portfolio
0.45%
Previous 0.53%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,331Shares Held
563MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.78 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.69 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.28 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio