Rockbridge Investment Management, Lcc Vanguard Mun Bd Fds Tax Exempt Transaction History
Rockbridge Investment Management, Lcc
- $780 Billion
- Q4 2024
A detailed history of Rockbridge Investment Management, Lcc transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Rockbridge Investment Management, Lcc holds 57,272 shares of VTEB stock, worth $2.86 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
57,272
Previous 57,307
0.06%
Holding current value
$2.86 Million
Previous $2.93 Billion
2.0%
% of portfolio
0.37%
Previous 0.38%
Shares
12 transactions
Others Institutions Holding VTEB
# of Institutions
1,274Shares Held
538MCall Options Held
39.6KPut Options Held
53.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.93 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.68 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.63 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.04 Billion0.39% of portfolio