Proquility Private Wealth Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Proquility Private Wealth Partners, LLC
- $306 Million
- Q4 2024
A detailed history of Proquility Private Wealth Partners, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Proquility Private Wealth Partners, LLC holds 86,432 shares of VTEB stock, worth $4.35 Million. This represents 1.42% of its overall portfolio holdings.
Number of Shares
86,432
Previous 19,124
351.96%
Holding current value
$4.35 Million
Previous $977,000
343.4%
% of portfolio
1.42%
Previous 0.31%
Shares
3 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$3.96 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$1.65 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.27 Billion1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.05 Billion0.39% of portfolio