Schmidt P J Investment Management Inc Vanguard Mun Bd Fds Tax Exempt Transaction History
Schmidt P J Investment Management Inc
- $563 Million
- Q4 2024
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 94,118 shares of VTEB stock, worth $4.66 Million. This represents 0.84% of its overall portfolio holdings.
Number of Shares
94,118
Previous 93,855
0.28%
Holding current value
$4.66 Million
Previous $4.8 Million
1.65%
% of portfolio
0.84%
Previous 0.83%
Shares
16 transactions
Others Institutions Holding VTEB
# of Institutions
1,302Shares Held
554MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.9 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.67 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.62 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.24 Billion1.23% of portfolio
-
Wealthfront Advisers LLC24.5MShares$1.21 Billion3.61% of portfolio