Pine Harbor Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Pine Harbor Wealth Management, LLC
- $284 Billion
- Q2 2025
A detailed history of Pine Harbor Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Pine Harbor Wealth Management, LLC holds 4,815 shares of VTEB stock, worth $242,338. This represents 0.08% of its overall portfolio holdings.
Number of Shares
4,815
Previous 4,815
-0.0%
Holding current value
$242,338
Previous $239 Million
1.19%
% of portfolio
0.08%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding VTEB
# of Institutions
1,344Shares Held
560MCall Options Held
124KPut Options Held
62.8K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.89 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO35.2MShares$1.77 Billion1.27% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.35 Billion1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24.7MShares$1.24 Billion0.22% of portfolio
-
Morgan Stanley New York, NY23.3MShares$1.17 Billion0.08% of portfolio