Pinnacle Wealth Management Advisory Group, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Pinnacle Wealth Management Advisory Group, LLC
- $1.05 Billion
- Q4 2024
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 74,032 shares of VTEB stock, worth $3.72 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
74,032
Previous 70,754
4.63%
Holding current value
$3.72 Million
Previous $3.62 Million
2.63%
% of portfolio
0.35%
Previous 0.35%
Shares
27 transactions
Others Institutions Holding VTEB
# of Institutions
1,294Shares Held
546MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.95 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.69 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.64 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.26 Billion1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.04 Billion0.39% of portfolio