Sharp Financial Services, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Sharp Financial Services, LLC
- $130 Billion
- Q3 2024
A detailed history of Sharp Financial Services, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Sharp Financial Services, LLC holds 6,000 shares of VTEB stock, worth $301,380. This represents 0.24% of its overall portfolio holdings.
Number of Shares
6,000
Previous 8,000
25.0%
Holding current value
$301,380
Previous $401 Million
23.49%
% of portfolio
0.24%
Previous 0.34%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,162Shares Held
496MCall Options Held
21.1KPut Options Held
53.6K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.75 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$1.53 Billion0.3% of portfolio
-
Wealthfront Advisers LLC30MShares$1.51 Billion5.06% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio