Pine Harbor Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Pine Harbor Wealth Management, LLC
- $250 Billion
- Q1 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 $235,260. This represents 0.1% of its overall portfolio holdings.
Number of Shares
4,815
Previous 5,513
12.66%
Holding current value
$235,260
Previous $276 Million
13.55%
% of portfolio
0.1%
Previous 0.11%
Shares
4 transactions
Others Institutions Holding VTEB
# of Institutions
1,332Shares Held
561MCall Options Held
16.3KPut Options Held
422K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.78 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.69 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.31 Billion1.13% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio