Kathleen S. Wright Associates Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Kathleen S. Wright Associates Inc.
- $242 Million
- Q4 2024
A detailed history of Kathleen S. Wright Associates Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 14,647 shares of VTEB stock, worth $734,400. This represents 0.3% of its overall portfolio holdings.
Number of Shares
14,647
Previous 5,247
179.15%
Holding current value
$734,400
Previous $268,000
173.88%
% of portfolio
0.3%
Previous 0.11%
Shares
4 transactions
Others Institutions Holding VTEB
# of Institutions
1,291Shares Held
546MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.95 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.69 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.64 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.26 Billion1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.04 Billion0.39% of portfolio