Waypoint Wealth Partners Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History

Waypoint Wealth Partners Inc.

$344 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 05, 2022	SELL	N/A	-7,138 Closed	0 $0
Q1 2022 May 09, 2022	BUY	N/A	7,138 New	7,138 $368,000

Others Institutions Holding VTEB

# of Institutions

1,105

Shares Held

484M

Call Options Held

26.8K

Put Options Held

86.9K

Jpmorgan Chase & CO New York, NY

77M
Shares

$3.86 Billion
0.35% of portfolio
Northwestern Mutual Wealth Management CO

34.6M
Shares

$1.74 Billion
1.8% of portfolio
Charles Schwab Investment Advisory, Inc. San Francisco, CA

29.5M
Shares

$1.48 Billion
2.05% of portfolio
Wealthfront Advisers LLC

28.4M
Shares

$1.42 Billion
5.03% of portfolio
Creative Planning Overland Park, KS

24.8M
Shares

$1.24 Billion
1.39% of portfolio

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