Great Waters Wealth Management Vanguard Mun Bd Fds Tax Exempt Transaction History
Great Waters Wealth Management
- $769 Billion
- Q2 2025
A detailed history of Great Waters Wealth Management transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Great Waters Wealth Management holds 59,289 shares of VTEB stock, worth $2.9 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
59,289
Previous 60,475
1.96%
Holding current value
$2.9 Million
Previous $3 Billion
3.13%
% of portfolio
0.38%
Previous 0.42%
Shares
11 transactions
Others Institutions Holding VTEB
# of Institutions
1,332Shares Held
561MCall Options Held
16.3KPut Options Held
422K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.78 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.69 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.31 Billion1.13% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio