Physician Wealth Solutions Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Physician Wealth Solutions Inc.
- $140 Billion
- Q2 2024
A detailed history of Physician Wealth Solutions Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Physician Wealth Solutions Inc. holds 186,366 shares of VTEB stock, worth $9.53 Million. This represents 6.67% of its overall portfolio holdings.
Number of Shares
186,366
Previous 180,141
3.46%
Holding current value
$9.53 Million
Previous $9.12 Billion
2.45%
% of portfolio
6.67%
Previous 7.65%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,142Shares Held
493MCall Options Held
21.1KPut Options Held
21.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.82 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.62 Billion1.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.56 Billion0.3% of portfolio
-
Wealthfront Advisers LLC30MShares$1.53 Billion5.06% of portfolio
-
Creative Planning Overland Park, KS25.6MShares$1.31 Billion1.37% of portfolio