Newton One Investments LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Newton One Investments LLC
- $232 Million
- Q2 2024
A detailed history of Newton One Investments LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Newton One Investments LLC holds 217,716 shares of VTEB stock, worth $11.1 Million. This represents 4.7% of its overall portfolio holdings.
Number of Shares
217,716
Previous 262,235
16.98%
Holding current value
$11.1 Million
Previous $13.3 Million
17.79%
% of portfolio
4.7%
Previous 5.84%
Shares
12 transactions
Others Institutions Holding VTEB
# of Institutions
1,141Shares Held
493MCall Options Held
21.1KPut Options Held
21.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.8 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.61 Billion1.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.55 Billion0.3% of portfolio
-
Wealthfront Advisers LLC30MShares$1.52 Billion5.06% of portfolio
-
Creative Planning Overland Park, KS25.6MShares$1.3 Billion1.37% of portfolio