Glassman Wealth Services Vanguard Mun Bd Fds Tax Exempt Transaction History
Glassman Wealth Services
- $596 Million
- Q1 2025
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 143,700 shares of VTEB stock, worth $6.98 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
143,700
Previous 161,653
11.11%
Holding current value
$6.98 Million
Previous $8.1 Million
12.01%
% of portfolio
1.2%
Previous 1.37%
Shares
17 transactions
Others Institutions Holding VTEB
# of Institutions
1,340Shares Held
564MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.75 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.68 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.5 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.27 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio