Towerpoint Wealth, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Towerpoint Wealth, LLC
- $201 Million
- Q4 2024
A detailed history of Towerpoint Wealth, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Towerpoint Wealth, LLC holds 15,670 shares of VTEB stock, worth $787,417. This represents 0.39% of its overall portfolio holdings.
Number of Shares
15,670
Previous 15,832
1.02%
Holding current value
$787,417
Previous $809,000
2.97%
% of portfolio
0.39%
Previous 0.39%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,299Shares Held
530MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.95 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.69 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.64 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.26 Billion1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.04 Billion0.39% of portfolio