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 $339,432. This represents 0.19% of its overall portfolio holdings.
Number of Shares
6,767
Previous 12,472
45.74%
Holding current value
$339,432
Previous $599,000
42.4%
% of portfolio
0.19%
Previous 0.37%
Shares
4 transactions
Others Institutions Holding VTEB
# of Institutions
1,105Shares Held
484MCall Options Held
26.8KPut Options Held
86.9K-
Jpmorgan Chase & CO New York, NY77MShares$3.86 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$1.42 Billion5.03% of portfolio
-
Creative Planning Overland Park, KS24.8MShares$1.24 Billion1.39% of portfolio