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 $322,080. This represents 0.19% of its overall portfolio holdings.
Number of Shares
6,600
Previous 6,661
0.92%
Holding current value
$322,080
Previous $343,000
4.08%
% of portfolio
0.19%
Previous 0.16%
Shares
6 transactions
Others Institutions Holding VTEB
# of Institutions
1,330Shares 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