Gerber Kawasaki Wealth & Investment Management Vanguard Mun Bd Fds Tax Exempt Transaction History

Gerber Kawasaki Wealth & Investment Management

$2.28 Billion
Q4 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 12, 2022	SELL	$51.44 - $54.88 $196,037 - $209,147	-3,811 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$54.5 - $55.03 $162,573 - $164,154	2,983 Added 360.27%	3,811 $209,000
Q3 2021 Nov 15, 2021	BUY	$54.77 - $55.59 $45,349 - $46,028	828 New	828 $45,000

Others Institutions Holding VTEB

# of Institutions

1,301

Shares Held

530M

Call Options Held

22.3K

Put Options Held

83.8K

Jpmorgan Chase & CO New York, NY

78.7M
Shares

$3.94 Billion
0.32% of portfolio
Northwestern Mutual Wealth Management CO

33.6M
Shares

$1.68 Billion
1.43% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

32.7M
Shares

$1.64 Billion
0.31% of portfolio
Creative Planning Overland Park, KS

25.1M
Shares

$1.26 Billion
1.23% of portfolio
Raymond James Financial Inc St. Petersburg, FL

20.8M
Shares

$1.04 Billion
0.39% of portfolio

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About VANGUARD MUN BD FDS TAX-EXEMPT

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