Meredith Wealth Planning Vanguard Mun Bd Fds Tax Exempt Transaction History
Meredith Wealth Planning
- $224 Billion
- Q4 2024
A detailed history of Meredith Wealth Planning transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Meredith Wealth Planning holds 37,933 shares of VTEB stock, worth $1.91 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
37,933
Previous 39,920
4.98%
Holding current value
$1.91 Million
Previous $2.04 Billion
6.82%
% of portfolio
0.85%
Previous 0.97%
Shares
9 transactions
Others Institutions Holding VTEB
# of Institutions
1,238Shares Held
510MCall Options Held
39.6KPut Options Held
53.8K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.75 Billion0.31% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.64 Billion0.31% of portfolio
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Northwestern Mutual Wealth Management CO32.7MShares$1.64 Billion1.49% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.04 Billion0.39% of portfolio