Private Portfolio Partners LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Private Portfolio Partners LLC
- $477 Million
- Q1 2024
A detailed history of Private Portfolio Partners LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Private Portfolio Partners LLC holds 247,308 shares of VTEB stock, worth $12.4 Million. This represents 2.62% of its overall portfolio holdings.
Number of Shares
247,308
Previous 236,085
4.75%
Holding current value
$12.4 Million
Previous $12.1 Million
3.83%
% of portfolio
2.62%
Previous 2.78%
Shares
6 transactions
Others Institutions Holding VTEB
# of Institutions
1,104Shares Held
484MCall Options Held
26.8KPut Options Held
86.9K-
Jpmorgan Chase & CO New York, NY77MShares$3.87 Billion0.35% of portfolio
-
Northwestern Mutual Wealth Management CO34.6MShares$1.74 Billion1.8% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA29.5MShares$1.48 Billion2.05% of portfolio
-
Wealthfront Advisers LLC28.4MShares$1.43 Billion5.03% of portfolio
-
Creative Planning Overland Park, KS24.8MShares$1.25 Billion1.39% of portfolio