Great Waters Wealth Management Vanguard Mun Bd Fds Tax Exempt Transaction History
Great Waters Wealth Management
- $655 Billion
- Q2 2024
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 72,144 shares of VTEB stock, worth $3.62 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
72,144
Previous 71,227
1.29%
Holding current value
$3.62 Million
Previous $3.6 Billion
0.31%
% of portfolio
0.55%
Previous 0.59%
Shares
7 transactions
Others Institutions Holding VTEB
# of Institutions
1,104Shares Held
484MCall Options Held
26.8KPut Options Held
86.9K-
Jpmorgan Chase & CO New York, NY77MShares$3.87 Billion0.35% of portfolio
-
Northwestern Mutual Wealth Management CO34.6MShares$1.74 Billion1.8% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA29.5MShares$1.48 Billion2.05% of portfolio
-
Wealthfront Advisers LLC28.4MShares$1.42 Billion5.03% of portfolio
-
Creative Planning Overland Park, KS24.8MShares$1.25 Billion1.39% of portfolio