Jp Wealth Management, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Jp Wealth Management, Inc.
- $124 Billion
- Q1 2025
A detailed history of Jp Wealth Management, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Jp Wealth Management, Inc. holds 13,000 shares of VTEB stock, worth $635,050. This represents 0.52% of its overall portfolio holdings.
Number of Shares
13,000
Previous 10,000
30.0%
Holding current value
$635,050
Previous $501 Million
28.68%
% of portfolio
0.52%
Previous 0.37%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,313Shares Held
556MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.84 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.64 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.6 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.23 Billion1.23% of portfolio
-
Wealthfront Advisers LLC24.5MShares$1.2 Billion3.61% of portfolio