Shore Haven Wealth Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Shore Haven Wealth Partners, LLC
- $202 Million
- Q3 2024
A detailed history of Shore Haven Wealth Partners, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 18,600 shares of VTEB stock, worth $935,394. This represents 0.47% of its overall portfolio holdings.
Number of Shares
18,600
Previous 23,573
21.1%
Holding current value
$935,394
Previous $1.18 Million
19.56%
% of portfolio
0.47%
Previous 0.63%
Shares
8 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
-
Wealthfront Advisers LLC30MShares$1.51 Billion5.06% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.26 Billion1.27% of portfolio