Glassman Wealth Services Vanguard Mun Bd Fds Tax Exempt Transaction History
Glassman Wealth Services
- $494 Million
- Q1 2024
A detailed history of Glassman Wealth Services transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Glassman Wealth Services holds 132,183 shares of VTEB stock, worth $6.62 Million. This represents 1.35% of its overall portfolio holdings.
Number of Shares
132,183
Previous 141,658
6.69%
Holding current value
$6.62 Million
Previous $7.23 Million
7.51%
% of portfolio
1.35%
Previous 1.03%
Shares
13 transactions
Others Institutions Holding VTEB
# of Institutions
1,103Shares Held
484MCall Options Held
26.8KPut Options Held
86.9K-
Jpmorgan Chase & CO New York, NY77MShares$3.86 Billion0.35% of portfolio
-
Northwestern Mutual Wealth Management CO34.6MShares$1.73 Billion1.8% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA29.5MShares$1.48 Billion2.05% of portfolio
-
Wealthfront Advisers LLC28.4MShares$1.42 Billion5.03% of portfolio
-
Creative Planning Overland Park, KS24.8MShares$1.24 Billion1.39% of portfolio