Financial Perspectives, Inc Vanguard Mun Bd Fds Tax Exempt Transaction History
Financial Perspectives, Inc
- $298 Billion
- Q4 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 3,661 shares of VTEB stock, worth $183,892. This represents 0.06% of its overall portfolio holdings.
Number of Shares
3,661
Previous 4,661
21.45%
Holding current value
$183,892
Previous $238 Million
22.98%
% of portfolio
0.06%
Previous 0.08%
Shares
8 transactions
Others Institutions Holding VTEB
# of Institutions
1,238Shares Held
510MCall Options Held
39.6KPut Options Held
53.8K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.75 Billion0.31% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.64 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.64 Billion1.49% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.04 Billion0.39% of portfolio