Ima Wealth, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Ima Wealth, Inc.
- $914 Million
- Q2 2025
A detailed history of Ima Wealth, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Ima Wealth, Inc. holds 2,992 shares of VTEB stock, worth $149,570. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,992
Previous 2,992
-0.0%
Holding current value
$149,570
Previous $148,000
1.35%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,331Shares Held
564MCall Options Held
124KPut Options Held
62.8K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.86 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO35.2MShares$1.76 Billion1.27% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.34 Billion1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24.7MShares$1.23 Billion0.22% of portfolio
-
Morgan Stanley New York, NY23.3MShares$1.17 Billion0.08% of portfolio