Horizons Wealth Management Vanguard Mun Bd Fds Tax Exempt Transaction History
Horizons Wealth Management
- $133 Million
- Q1 2025
A detailed history of Horizons Wealth Management transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Horizons Wealth Management holds 12,029 shares of VTEB stock, worth $587,015. This represents 0.45% of its overall portfolio holdings.
Number of Shares
12,029
Previous 9,009
33.52%
Holding current value
$587,015
Previous $451,000
31.93%
% of portfolio
0.45%
Previous 0.35%
Shares
5 transactions
Others Institutions Holding VTEB
# of Institutions
1,329Shares 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