Moneywise, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Moneywise, Inc.
- $186 Million
- Q4 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 84,961 shares of VTEB stock, worth $4.26 Million. This represents 2.28% of its overall portfolio holdings.
Number of Shares
84,961
Previous 114,257
25.64%
Holding current value
$4.26 Million
Previous $5.84 Million
27.07%
% of portfolio
2.28%
Previous 3.03%
Shares
4 transactions
Others Institutions Holding VTEB
# of Institutions
1,210Shares Held
513MCall 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