Shakespeare Wealth Management, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Shakespeare Wealth Management, Inc.
- $344 Million
- Q2 2024
A detailed history of Shakespeare Wealth Management, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Shakespeare Wealth Management, Inc. holds 9,818 shares of VTEB stock, worth $493,747. This represents 0.14% of its overall portfolio holdings.
Number of Shares
9,818Holding current value
$493,747% of portfolio
0.14%Shares
1 transactions
Others Institutions Holding VTEB
# of Institutions
1,153Shares Held
495MCall Options Held
21.1KPut Options Held
53.6K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.76 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.59 Billion1.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.54 Billion0.3% of portfolio
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Wealthfront Advisers LLC30MShares$1.51 Billion5.06% of portfolio
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Creative Planning Overland Park, KS25MShares$1.26 Billion1.27% of portfolio