Dogwood Wealth Management LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Dogwood Wealth Management LLC
- $174 Billion
- Q3 2024
A detailed history of Dogwood Wealth Management LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Dogwood Wealth Management LLC holds 5,840 shares of VTEB stock, worth $295,854. This represents 0.17% of its overall portfolio holdings.
Number of Shares
5,840
Previous 5,689
2.65%
Holding current value
$295,854
Previous $288 Million
3.71%
% of portfolio
0.17%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,298Shares Held
546MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.99 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.7 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.66 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.27 Billion1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.05 Billion0.39% of portfolio