Agate Pass Investment Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Agate Pass Investment Management, LLC
- $183 Million
- Q2 2024
A detailed history of Agate Pass Investment Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Agate Pass Investment Management, LLC holds 11,656 shares of VTEB stock, worth $596,204. This represents 0.32% of its overall portfolio holdings.
Number of Shares
11,656
Previous 11,284
3.3%
Holding current value
$596,204
Previous $570,000
2.46%
% of portfolio
0.32%
Previous 0.32%
Shares
11 transactions
Others Institutions Holding VTEB
# of Institutions
1,142Shares Held
493MCall Options Held
21.1KPut Options Held
21.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.82 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.62 Billion1.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.56 Billion0.3% of portfolio
-
Wealthfront Advisers LLC30MShares$1.53 Billion5.06% of portfolio
-
Creative Planning Overland Park, KS25.6MShares$1.31 Billion1.37% of portfolio