Graves Light Lenhart Wealth, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Graves Light Lenhart Wealth, Inc.
- $809 Million
- Q1 2025
A detailed history of Graves Light Lenhart Wealth, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Graves Light Lenhart Wealth, Inc. holds 105,294 shares of VTEB stock, worth $5.14 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
105,294
Previous 91,700
14.82%
Holding current value
$5.14 Million
Previous $4.6 Million
13.49%
% of portfolio
0.65%
Previous 0.57%
Shares
8 transactions
Others Institutions Holding VTEB
# of Institutions
1,330Shares Held
563MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.77 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$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.28 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio