Leeward Financial Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Leeward Financial Partners, LLC
- $235 Million
- Q1 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 25,733 shares of VTEB stock, worth $1.29 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
25,733
Previous 21,639
18.92%
Holding current value
$1.29 Million
Previous $1.1 Million
17.93%
% of portfolio
0.55%
Previous 0.54%
Shares
4 transactions
Others Institutions Holding VTEB
# of Institutions
1,103Shares Held
484MCall Options Held
26.8KPut Options Held
86.9K-
Jpmorgan Chase & CO New York, NY77MShares$3.86 Billion0.35% of portfolio
-
Northwestern Mutual Wealth Management CO34.6MShares$1.73 Billion1.8% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA29.5MShares$1.48 Billion2.05% of portfolio
-
Wealthfront Advisers LLC28.4MShares$1.42 Billion5.03% of portfolio
-
Creative Planning Overland Park, KS24.8MShares$1.24 Billion1.39% of portfolio