Forum Financial Management, LP Vanguard Mun Bd Fds Tax Exempt Transaction History
Forum Financial Management, LP
- $5.05 Billion
- Q4 2024
A detailed history of Forum Financial Management, LP transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Forum Financial Management, LP holds 132,575 shares of VTEB stock, worth $6.72 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
132,575
Previous 132,575
-0.0%
Holding current value
$6.72 Million
Previous $6.65 Million
-0.0%
% of portfolio
0.13%
Previous 0.13%
Shares
9 transactions
Others Institutions Holding VTEB
# of Institutions
1,299Shares Held
530MCall 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