Slate Stone Wealth, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Slate Stone Wealth, LLC
- $996 Million
- Q1 2024
A detailed history of Slate Stone Wealth, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Slate Stone Wealth, LLC holds 12,608 shares of VTEB stock, worth $633,425. This represents 0.06% of its overall portfolio holdings.
Number of Shares
12,608
Previous 12,883
2.13%
Holding current value
$633,425
Previous $658,000
3.04%
% of portfolio
0.06%
Previous 0.09%
Shares
6 transactions
Others Institutions Holding VTEB
# of Institutions
1,105Shares Held
484MCall Options Held
26.8KPut Options Held
86.9K-
Jpmorgan Chase & CO New York, NY77MShares$3.87 Billion0.35% of portfolio
-
Northwestern Mutual Wealth Management CO34.6MShares$1.74 Billion1.8% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA29.5MShares$1.48 Billion2.05% of portfolio
-
Wealthfront Advisers LLC28.4MShares$1.43 Billion5.03% of portfolio
-
Creative Planning Overland Park, KS24.8MShares$1.25 Billion1.39% of portfolio