Watershed Private Wealth LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Watershed Private Wealth LLC
- $251 Billion
- Q3 2024
A detailed history of Watershed Private Wealth LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Watershed Private Wealth LLC holds 70,816 shares of VTEB stock, worth $3.55 Million. This represents 1.44% of its overall portfolio holdings.
Number of Shares
70,816
Previous 63,239
11.98%
Holding current value
$3.55 Million
Previous $3.17 Billion
14.24%
% of portfolio
1.44%
Previous 1.35%
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