Elmwood Wealth Management, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Elmwood Wealth Management, Inc.
- $206 Million
- Q2 2024
A detailed history of Elmwood Wealth Management, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Elmwood Wealth Management, Inc. holds 59,900 shares of VTEB stock, worth $3.06 Million. This represents 1.46% of its overall portfolio holdings.
Number of Shares
59,900
Previous 62,647
4.38%
Holding current value
$3.06 Million
Previous $3.17 Million
5.3%
% of portfolio
1.46%
Previous 1.45%
Shares
4 transactions
Others Institutions Holding VTEB
# of Institutions
1,142Shares Held
493MCall Options Held
21.1KPut Options Held
21.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.82 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.62 Billion1.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.56 Billion0.3% of portfolio
-
Wealthfront Advisers LLC30MShares$1.53 Billion5.06% of portfolio
-
Creative Planning Overland Park, KS25.6MShares$1.31 Billion1.37% of portfolio