Physician Wealth Solutions Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Physician Wealth Solutions Inc.
- $216 Billion
- Q2 2025
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 194,856 shares of VTEB stock, worth $9.47 Million. This represents 4.43% of its overall portfolio holdings.
Number of Shares
194,856
Previous 278,112
29.94%
Holding current value
$9.47 Million
Previous $13.8 Billion
30.77%
% of portfolio
4.43%
Previous 6.93%
Shares
7 transactions
Others Institutions Holding VTEB
# of Institutions
1,338Shares Held
563MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.75 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.68 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.5 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.27 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio