Slate Stone Wealth, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Slate Stone Wealth, LLC
- $1.11 Billion
- Q3 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 12,941 shares of VTEB stock, worth $654,555. This represents 0.06% of its overall portfolio holdings.
Number of Shares
12,941
Previous 12,906
0.27%
Holding current value
$654,555
Previous $647,000
2.32%
% of portfolio
0.06%
Previous 0.07%
Shares
8 transactions
Others Institutions Holding VTEB
# of Institutions
1,175Shares Held
508MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.78 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.65 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.6 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.6 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.26 Billion1.27% of portfolio