Daymark Wealth Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Daymark Wealth Partners, LLC
- $2.95 Billion
- Q3 2024
A detailed history of Daymark Wealth Partners, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 28,997 shares of VTEB stock, worth $1.48 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
28,997
Previous 20,088
44.35%
Holding current value
$1.48 Million
Previous $1.01 Million
47.32%
% of portfolio
0.05%
Previous 0.04%
Shares
3 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$3.8 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.66 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.61 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.61 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.27 Billion1.27% of portfolio