Wambolt & Associates, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Wambolt & Associates, LLC
- $366 Million
- Q3 2024
A detailed history of Wambolt & Associates, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Wambolt & Associates, LLC holds 7,100 shares of VTEB stock, worth $355,639. This represents 0.1% of its overall portfolio holdings.
Number of Shares
7,100
Previous 7,100
-0.0%
Holding current value
$355,639
Previous $355,000
1.97%
% of portfolio
0.1%
Previous 0.1%
Shares
5 transactions
Others Institutions Holding VTEB
# of Institutions
1,176Shares Held
510MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.74 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.64 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.58 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.58 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio