Northern Oak Wealth Management Inc Vanguard Mun Bd Fds Tax Exempt Transaction History
Northern Oak Wealth Management Inc
- $857 Million
- Q3 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 21,925 shares of VTEB stock, worth $1.11 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
21,925
Previous 21,275
3.06%
Holding current value
$1.11 Million
Previous $1.07 Million
5.07%
% of portfolio
0.13%
Previous 0.13%
Shares
5 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