Great Diamond Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Great Diamond Partners, LLC
- $387 Million
- Q3 2024
A detailed history of Great Diamond Partners, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Great Diamond Partners, LLC holds 4,365 shares of VTEB stock, worth $220,869. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,365
Previous 4,365
-0.0%
Holding current value
$220,869
Previous $218,000
2.29%
% of portfolio
0.06%
Previous 0.05%
Shares
16 transactions
Others Institutions Holding VTEB
# of Institutions
1,175Shares Held
508MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.78 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.65 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.6 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.6 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.26 Billion1.27% of portfolio