Single Point Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Single Point Partners, LLC
- $430 Million
- Q1 2024
A detailed history of Single Point Partners, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Single Point Partners, LLC holds 236,915 shares of VTEB stock, worth $11.9 Million. This represents 2.78% of its overall portfolio holdings.
Number of Shares
236,915
Previous 234,370
1.09%
Holding current value
$11.9 Million
Previous $12 Million
0.19%
% of portfolio
2.78%
Previous 2.98%
Shares
7 transactions
Others Institutions Holding VTEB
# of Institutions
1,103Shares Held
484MCall Options Held
26.8KPut Options Held
86.9K-
Jpmorgan Chase & CO New York, NY77MShares$3.86 Billion0.35% of portfolio
-
Northwestern Mutual Wealth Management CO34.6MShares$1.73 Billion1.8% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA29.5MShares$1.48 Billion2.05% of portfolio
-
Wealthfront Advisers LLC28.4MShares$1.42 Billion5.03% of portfolio
-
Creative Planning Overland Park, KS24.8MShares$1.24 Billion1.39% of portfolio