Wealth Management Resources, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Wealth Management Resources, Inc.
- $276 Million
- Q1 2025
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 16,217 shares of VTEB stock, worth $791,389. This represents 0.29% of its overall portfolio holdings.
Number of Shares
16,217
Previous 17,217
5.81%
Holding current value
$791,389
Previous $863,000
6.84%
% of portfolio
0.29%
Previous 0.32%
Shares
5 transactions
Others Institutions Holding VTEB
# of Institutions
1,329Shares Held
563MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.77 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.68 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.28 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio