Long Island Wealth Management, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Long Island Wealth Management, Inc.
- $152 Billion
- Q3 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 19,918 shares of VTEB stock, worth $997,692. This represents 0.67% of its overall portfolio holdings.
Number of Shares
19,918
Previous 19,773
0.73%
Holding current value
$997,692
Previous $991 Million
2.74%
% of portfolio
0.67%
Previous 0.7%
Shares
4 transactions
Others Institutions Holding VTEB
# of Institutions
1,176Shares Held
510MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.74 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.64 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.58 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.58 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio