Oregon Pacific Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Oregon Pacific Wealth Management, LLC
- $102 Billion
- Q4 2024
A detailed history of Oregon Pacific Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Oregon Pacific Wealth Management, LLC holds 15,530 shares of VTEB stock, worth $776,500. This represents 0.76% of its overall portfolio holdings.
Number of Shares
15,530Holding current value
$776,500% of portfolio
0.76%Shares
1 transactions
Others Institutions Holding VTEB
# of Institutions
1,200Shares Held
512MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.73 Billion0.31% of portfolio
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Northwestern Mutual Wealth Management CO32.7MShares$1.63 Billion1.49% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.58 Billion0.31% of portfolio
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Wealthfront Advisers LLC31.5MShares$1.58 Billion5.01% of portfolio
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Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio