Long Island Wealth Management, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Long Island Wealth Management, Inc.
- $164 Billion
- Q1 2025
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 20,346 shares of VTEB stock, worth $992,884. This represents 0.61% of its overall portfolio holdings.
Number of Shares
20,346
Previous 19,880
2.34%
Holding current value
$992,884
Previous $997 Million
1.31%
% of portfolio
0.61%
Previous 0.62%
Shares
6 transactions
Others Institutions Holding VTEB
# of Institutions
1,329Shares Held
563MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.77 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.68 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.28 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio