Wealth Management Resources, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Wealth Management Resources, Inc.
- $271 Million
- Q4 2024
A detailed history of Wealth Management Resources, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Wealth Management Resources, Inc. holds 17,217 shares of VTEB stock, worth $862,916. This represents 0.32% of its overall portfolio holdings.
Number of Shares
17,217
Previous 10,217
68.51%
Holding current value
$862,916
Previous $522,000
65.33%
% of portfolio
0.32%
Previous 0.21%
Shares
4 transactions
Others Institutions Holding VTEB
# of Institutions
1,210Shares Held
513MCall 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