Root Financial Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Root Financial Partners, LLC
- $625 Billion
- Q3 2024
A detailed history of Root Financial Partners, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Root Financial Partners, LLC holds 13,228 shares of VTEB stock, worth $669,072. This represents 0.11% of its overall portfolio holdings.
Number of Shares
13,228Holding current value
$669,072% of portfolio
0.11%Shares
1 transactions
Others Institutions Holding VTEB
# of Institutions
1,175Shares Held
508MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.78 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.65 Billion1.49% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.6 Billion0.31% of portfolio
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Wealthfront Advisers LLC31.5MShares$1.6 Billion5.01% of portfolio
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Creative Planning Overland Park, KS25MShares$1.26 Billion1.27% of portfolio