Janiczek Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Janiczek Wealth Management, LLC
- $475 Million
- Q2 2024
A detailed history of Janiczek Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Janiczek Wealth Management, LLC holds 89,197 shares of VTEB stock, worth $4.35 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
89,197
Previous 65,661
35.84%
Holding current value
$4.35 Million
Previous $3.32 Million
34.53%
% of portfolio
0.94%
Previous 0.71%
Shares
28 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