Towerpoint Wealth, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Towerpoint Wealth, LLC
- $198 Million
- Q1 2025
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 12,270 shares of VTEB stock, worth $599,389. This represents 0.31% of its overall portfolio holdings.
Number of Shares
12,270
Previous 15,670
21.7%
Holding current value
$599,389
Previous $785,000
22.68%
% of portfolio
0.31%
Previous 0.39%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,312Shares Held
555MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.84 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.64 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.6 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.23 Billion1.23% of portfolio
-
Wealthfront Advisers LLC24.5MShares$1.2 Billion3.61% of portfolio