Financial Perspectives, Inc Vanguard Mun Bd Fds Tax Exempt Transaction History
Financial Perspectives, Inc
- $288 Billion
- Q3 2024
A detailed history of Financial Perspectives, Inc transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Financial Perspectives, Inc holds 4,661 shares of VTEB stock, worth $233,422. This represents 0.08% of its overall portfolio holdings.
Number of Shares
4,661
Previous 4,661
-0.0%
Holding current value
$233,422
Previous $234 Million
2.02%
% of portfolio
0.08%
Previous 0.09%
Shares
7 transactions
Others Institutions Holding VTEB
# of Institutions
1,179Shares Held
510MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.74 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.64 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.58 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.58 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio