Long Island Wealth Management, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Long Island Wealth Management, Inc.
- $160 Billion
- Q4 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 19,880 shares of VTEB stock, worth $998,373. This represents 0.62% of its overall portfolio holdings.
Number of Shares
19,880
Previous 19,918
0.19%
Holding current value
$998,373
Previous $1.02 Billion
2.13%
% of portfolio
0.62%
Previous 0.67%
Shares
5 transactions
Others Institutions Holding VTEB
# of Institutions
1,294Shares Held
546MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.95 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.69 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.64 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.26 Billion1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.04 Billion0.39% of portfolio