Essex Savings Bank Vanguard Mun Bd Fds Tax Exempt Transaction History

Essex Savings Bank

$398 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 28, 2020	SELL	$45.81 - $55.19 $706,390 - $851,029	-15,420 Closed	0 $0
Q4 2019 Feb 05, 2020	BUY	$53.19 - $53.86 $820,189 - $830,521	15,420 New	15,420 $826,000

Others Institutions Holding VTEB

# of Institutions

1,177

Shares Held

510M

Call Options Held

39.6K

Put Options Held

85.7K

Jpmorgan Chase & CO New York, NY

74.7M
Shares

$3.75 Billion
0.31% of portfolio
Northwestern Mutual Wealth Management CO

32.7M
Shares

$1.64 Billion
1.49% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

31.6M
Shares

$1.58 Billion
0.31% of portfolio
Wealthfront Advisers LLC

31.5M
Shares

$1.58 Billion
5.01% of portfolio
Creative Planning Overland Park, KS

25M
Shares

$1.25 Billion
1.27% of portfolio

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

More about VTEB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Essex Savings Bank, based on Form 13F filings with the SEC.

News

Stay updated on Essex Savings Bank with notifications on news.