Long Island Wealth Management, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Long Island Wealth Management, Inc.
- $142 Billion
- Q1 2024
A detailed history of Long Island Wealth Management, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Long Island Wealth Management, Inc. holds 20,201 shares of VTEB stock, worth $1.01 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
20,201
Previous 20,057
0.72%
Holding current value
$1.01 Million
Previous $1.02 Billion
0.2%
% of portfolio
0.72%
Previous 0.73%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,105Shares Held
484MCall Options Held
26.8KPut Options Held
86.9K-
Jpmorgan Chase & CO New York, NY77MShares$3.87 Billion0.35% of portfolio
-
Northwestern Mutual Wealth Management CO34.6MShares$1.74 Billion1.8% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA29.5MShares$1.48 Billion2.05% of portfolio
-
Wealthfront Advisers LLC28.4MShares$1.43 Billion5.03% of portfolio
-
Creative Planning Overland Park, KS24.8MShares$1.25 Billion1.39% of portfolio