Lake Point Wealth Management Vanguard Mun Bd Fds Tax Exempt Transaction History
Lake Point Wealth Management
- $176 Million
- Q2 2022
A detailed history of Lake Point Wealth Management transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Lake Point Wealth Management holds 6,600 shares of VTEB stock, worth $335,478. This represents 0.19% of its overall portfolio holdings.
Number of Shares
6,600
Previous 6,661
0.92%
Holding current value
$335,478
Previous $343,000
4.08%
% of portfolio
0.19%
Previous 0.16%
Shares
6 transactions
Others Institutions Holding VTEB
# of Institutions
1,141Shares Held
493MCall Options Held
21.1KPut Options Held
21.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.8 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.61 Billion1.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.55 Billion0.3% of portfolio
-
Wealthfront Advisers LLC30MShares$1.52 Billion5.06% of portfolio
-
Creative Planning Overland Park, KS25.6MShares$1.3 Billion1.37% of portfolio