Annapolis Financial Services, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Annapolis Financial Services, LLC
- $323 Million
- Q3 2024
A detailed history of Annapolis Financial Services, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Annapolis Financial Services, LLC holds 29,543 shares of VTEB stock, worth $1.49 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
29,543
Previous 29,489
0.18%
Holding current value
$1.49 Million
Previous $1.48 Million
2.23%
% of portfolio
0.47%
Previous 0.5%
Shares
15 transactions
Others Institutions Holding VTEB
# of Institutions
1,175Shares Held
508MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.77 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.65 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.59 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.59 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.26 Billion1.27% of portfolio