Schmidt P J Investment Management Inc Vanguard Mun Bd Fds Tax Exempt Transaction History
Schmidt P J Investment Management Inc
- $562 Million
- Q2 2025
A detailed history of Schmidt P J Investment Management Inc transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Schmidt P J Investment Management Inc holds 92,579 shares of VTEB stock, worth $4.52 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
92,579
Previous 94,178
1.7%
Holding current value
$4.52 Million
Previous $4.67 Million
2.87%
% of portfolio
0.81%
Previous 0.88%
Shares
18 transactions
Others Institutions Holding VTEB
# of Institutions
1,332Shares Held
561MCall Options Held
16.3KPut Options Held
422K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.78 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.69 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.31 Billion1.13% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio