Provence Wealth Management Group Vanguard Mun Bd Fds Tax Exempt Transaction History
Provence Wealth Management Group
- $186 Million
- Q4 2023
A detailed history of Provence Wealth Management Group transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Provence Wealth Management Group holds 6,767 shares of VTEB stock, worth $340,177. This represents 0.19% of its overall portfolio holdings.
Number of Shares
6,767
Previous 12,472
45.74%
Holding current value
$340,177
Previous $599,000
42.4%
% of portfolio
0.19%
Previous 0.37%
Shares
4 transactions
Others Institutions Holding VTEB
# of Institutions
1,375Shares Held
602MCall Options Held
282KPut Options Held
56K-
Jpmorgan Chase & CO New York, NY99.1MShares$4.98 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO35.7MShares$1.8 Billion1.21% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.31 Billion1.01% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24MShares$1.21 Billion0.2% of portfolio
-
Morgan Stanley New York, NY23MShares$1.16 Billion0.07% of portfolio