Roth Financial Partners LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Roth Financial Partners LLC
- $232 Million
- Q2 2024
A detailed history of Roth Financial Partners LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Roth Financial Partners LLC holds 265,628 shares of VTEB stock, worth $13.3 Million. This represents 5.74% of its overall portfolio holdings.
Number of Shares
265,628
Previous 243,259
9.2%
Holding current value
$13.3 Million
Previous $12.3 Million
8.14%
% of portfolio
5.74%
Previous 5.45%
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$3.87 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$1.43 Billion5.03% of portfolio
-
Creative Planning Overland Park, KS24.8MShares$1.25 Billion1.39% of portfolio