Bsw Wealth Partners Vanguard Mun Bd Fds Tax Exempt Transaction History
Bsw Wealth Partners
- $676 Million
- Q4 2024
A detailed history of Bsw Wealth Partners transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Bsw Wealth Partners holds 758,765 shares of VTEB stock, worth $37.7 Million. This represents 5.63% of its overall portfolio holdings.
Number of Shares
758,765
Previous 781,161
2.87%
Holding current value
$37.7 Million
Previous $39.9 Million
4.75%
% of portfolio
5.63%
Previous 6.04%
Shares
11 transactions
Others Institutions Holding VTEB
# of Institutions
1,300Shares Held
530MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.91 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.67 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.62 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.25 Billion1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.03 Billion0.39% of portfolio