Graves Light Lenhart Wealth, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Graves Light Lenhart Wealth, Inc.
- $801 Million
- Q4 2024
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 91,700 shares of VTEB stock, worth $4.6 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
91,700
Previous 89,692
2.24%
Holding current value
$4.6 Million
Previous $4.59 Million
0.24%
% of portfolio
0.57%
Previous 0.57%
Shares
7 transactions
Others Institutions Holding VTEB
# of Institutions
1,212Shares Held
515MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.74 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.64 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.58 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.58 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio