Pinnacle Wealth Management Advisory Group, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Pinnacle Wealth Management Advisory Group, LLC
- $1.18 Billion
- Q2 2025
A detailed history of Pinnacle Wealth Management Advisory Group, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Pinnacle Wealth Management Advisory Group, LLC holds 105,305 shares of VTEB stock, worth $5.15 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
105,305
Previous 76,100
38.38%
Holding current value
$5.15 Million
Previous $3.78 Million
36.73%
% of portfolio
0.44%
Previous 0.36%
Shares
29 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