Stone Point Wealth LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Stone Point Wealth LLC
- $347 Million
- Q3 2025
A detailed history of Stone Point Wealth LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Stone Point Wealth LLC holds 27,565 shares of VTEB stock, worth $1.39 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
27,565
Previous 24,403
12.96%
Holding current value
$1.39 Million
Previous $1.2 Million
15.38%
% of portfolio
0.4%
Previous 0.38%
Shares
16 transactions
Others Institutions Holding VTEB
# of Institutions
1,375Shares Held
602MCall Options Held
282KPut Options Held
56K-
Jpmorgan Chase & CO New York, NY99.1MShares$4.98 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO35.7MShares$1.8 Billion1.21% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.31 Billion1.01% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24MShares$1.21 Billion0.2% of portfolio
-
Morgan Stanley New York, NY23MShares$1.16 Billion0.07% of portfolio