Mc Kinley Carter Wealth Services, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Mc Kinley Carter Wealth Services, Inc.
- $1.6 Billion
- Q4 2024
A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 364,675 shares of VTEB stock, worth $18.5 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
364,675
Previous 387,684
5.93%
Holding current value
$18.5 Million
Previous $19.8 Million
7.76%
% of portfolio
1.14%
Previous 1.23%
Shares
15 transactions
Others Institutions Holding VTEB
# of Institutions
1,299Shares Held
530MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.99 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.7 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.66 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.27 Billion1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.05 Billion0.39% of portfolio