Leeward Financial Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Leeward Financial Partners, LLC
- $263 Million
- Q3 2024
A detailed history of Leeward Financial Partners, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Leeward Financial Partners, LLC holds 27,709 shares of VTEB stock, worth $1.39 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
27,709
Previous 26,852
3.19%
Holding current value
$1.39 Million
Previous $1.35 Million
5.28%
% of portfolio
0.54%
Previous 0.55%
Shares
6 transactions
Others Institutions Holding VTEB
# of Institutions
1,238Shares Held
510MCall Options Held
39.6KPut Options Held
53.8K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.75 Billion0.31% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.64 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.64 Billion1.49% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.04 Billion0.39% of portfolio