Rockwood Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Rockwood Wealth Management, LLC
- $909 Billion
- Q3 2024
A detailed history of Rockwood Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Rockwood Wealth Management, LLC holds 717,613 shares of VTEB stock, worth $36.2 Million. This represents 4.04% of its overall portfolio holdings.
Number of Shares
717,613
Previous 641,234
11.91%
Holding current value
$36.2 Million
Previous $32.1 Billion
14.17%
% of portfolio
4.04%
Previous 3.91%
Shares
11 transactions
Others Institutions Holding VTEB
# of Institutions
1,176Shares Held
510MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.77 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.65 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.59 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.59 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.26 Billion1.27% of portfolio