Towerpoint Wealth, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Towerpoint Wealth, LLC
- $199 Million
- Q2 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 15,832 shares of VTEB stock, worth $809,806. This represents 0.4% of its overall portfolio holdings.
Number of Shares
15,832
Previous 15,832
-0.0%
Holding current value
$809,806
Previous $801,000
1.0%
% of portfolio
0.4%
Previous 0.41%
Shares
1 transactions
Others Institutions Holding VTEB
# of Institutions
1,142Shares Held
493MCall Options Held
21.1KPut Options Held
21.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.82 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.62 Billion1.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.56 Billion0.3% of portfolio
-
Wealthfront Advisers LLC30MShares$1.53 Billion5.06% of portfolio
-
Creative Planning Overland Park, KS25.6MShares$1.31 Billion1.37% of portfolio