Balanced Rock Investment Advisor Vanguard Mun Bd Fds Tax Exempt Transaction History
Balanced Rock Investment Advisor
- $128 Billion
- Q3 2024
A detailed history of Balanced Rock Investment Advisor transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 128,954 shares of VTEB stock, worth $6.46 Million. This represents 5.17% of its overall portfolio holdings.
Number of Shares
128,954
Previous 127,509
1.13%
Holding current value
$6.46 Million
Previous $6.39 Billion
3.17%
% of portfolio
5.17%
Previous 5.37%
Shares
4 transactions
Others Institutions Holding VTEB
# of Institutions
1,176Shares Held
510MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.74 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.64 Billion1.49% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.58 Billion0.31% of portfolio
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Wealthfront Advisers LLC31.5MShares$1.58 Billion5.01% of portfolio
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Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio