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 $329,934. This represents 0.19% of its overall portfolio holdings.
Number of Shares
6,600
Previous 6,661
0.92%
Holding current value
$329,934
Previous $343,000
4.08%
% of portfolio
0.19%
Previous 0.16%
Shares
6 transactions
Others Institutions Holding VTEB
# of Institutions
1,331Shares Held
564MCall Options Held
124KPut Options Held
62.8K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.86 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO35.2MShares$1.76 Billion1.27% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.34 Billion1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24.7MShares$1.23 Billion0.22% of portfolio
-
Morgan Stanley New York, NY23.3MShares$1.17 Billion0.08% of portfolio