Moneywise, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Moneywise, Inc.
- $193 Million
- Q3 2024
A detailed history of Moneywise, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Moneywise, Inc. holds 114,257 shares of VTEB stock, worth $5.78 Million. This represents 3.03% of its overall portfolio holdings.
Number of Shares
114,257
Previous 62,723
82.16%
Holding current value
$5.78 Million
Previous $3.14 Million
85.81%
% of portfolio
3.03%
Previous 1.74%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,175Shares Held
508MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.78 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.65 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.6 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.6 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.26 Billion1.27% of portfolio