Rockbridge Investment Management, Lcc Vanguard Mun Bd Fds Tax Exempt Transaction History
Rockbridge Investment Management, Lcc
- $705 Billion
- Q2 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 47,411 shares of VTEB stock, worth $2.42 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
47,411
Previous 47,398
0.03%
Holding current value
$2.42 Million
Previous $2.4 Billion
0.94%
% of portfolio
0.34%
Previous 0.35%
Shares
10 transactions
Others Institutions Holding VTEB
# of Institutions
1,142Shares Held
493MCall Options Held
21.1KPut Options Held
21.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.82 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.62 Billion1.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.56 Billion0.3% of portfolio
-
Wealthfront Advisers LLC30MShares$1.53 Billion5.06% of portfolio
-
Creative Planning Overland Park, KS25.6MShares$1.31 Billion1.37% of portfolio