Pine Harbor Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Pine Harbor Wealth Management, LLC
- $201 Billion
- Q3 2024
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 28,545 shares of VTEB stock, worth $1.43 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
28,545
Previous 28,545
-0.0%
Holding current value
$1.43 Million
Previous $1.43 Billion
2.02%
% of portfolio
0.73%
Previous 0.84%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,212Shares Held
515MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.74 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.64 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