Peak Financial Management, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Peak Financial Management, Inc.
- $336 Million
- Q3 2024
A detailed history of Peak Financial Management, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Peak Financial Management, Inc. holds 4,380 shares of VTEB stock, worth $218,737. This represents 0.07% of its overall portfolio holdings.
Number of Shares
4,380
Previous 4,380
-0.0%
Holding current value
$218,737
Previous $219,000
1.83%
% of portfolio
0.07%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding VTEB
# of Institutions
1,189Shares Held
511MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.73 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.63 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