Bernardo Wealth Planning LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Bernardo Wealth Planning LLC
- $359 Million
- Q1 2024
A detailed history of Bernardo Wealth Planning LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 15,041 shares of VTEB stock, worth $755,810. This represents 0.21% of its overall portfolio holdings.
Number of Shares
15,041Holding current value
$755,810% of portfolio
0.21%Shares
1 transactions
Others Institutions Holding VTEB
# of Institutions
1,104Shares Held
484MCall Options Held
26.8KPut Options Held
86.9K-
Jpmorgan Chase & CO New York, NY77MShares$3.87 Billion0.35% of portfolio
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Northwestern Mutual Wealth Management CO34.6MShares$1.74 Billion1.8% of portfolio
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Charles Schwab Investment Advisory, Inc. San Francisco, CA29.5MShares$1.48 Billion2.05% of portfolio
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Wealthfront Advisers LLC28.4MShares$1.43 Billion5.03% of portfolio
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Creative Planning Overland Park, KS24.8MShares$1.25 Billion1.39% of portfolio