Northern Oak Wealth Management Inc Vanguard Mun Bd Fds Tax Exempt Transaction History
Northern Oak Wealth Management Inc
- $839 Million
- Q1 2024
A detailed history of Northern Oak Wealth Management Inc transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Northern Oak Wealth Management Inc holds 20,448 shares of VTEB stock, worth $1.03 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
20,448
Previous 22,592
9.49%
Holding current value
$1.03 Million
Previous $1.15 Million
10.32%
% of portfolio
0.12%
Previous 0.14%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,105Shares Held
484MCall Options Held
26.8KPut Options Held
86.9K-
Jpmorgan Chase & CO New York, NY77MShares$3.86 Billion0.35% of portfolio
-
Northwestern Mutual Wealth Management CO34.6MShares$1.74 Billion1.8% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA29.5MShares$1.48 Billion2.05% of portfolio
-
Wealthfront Advisers LLC28.4MShares$1.42 Billion5.03% of portfolio
-
Creative Planning Overland Park, KS24.8MShares$1.24 Billion1.39% of portfolio