Wealth Dimensions Group, Ltd. Vanguard Mun Bd Fds Tax Exempt Transaction History
Wealth Dimensions Group, Ltd.
- $394 Million
- Q3 2024
A detailed history of Wealth Dimensions Group, Ltd. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 4,051 shares of VTEB stock, worth $202,428. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,051
Previous 4,038
0.32%
Holding current value
$202,428
Previous $202,000
2.48%
% of portfolio
0.05%
Previous 0.06%
Shares
2 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$3.73 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.63 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