Weatherly Asset Management L. P. Vanguard Mun Bd Fds Tax Exempt Transaction History
Weatherly Asset Management L. P.
- $1.2 Billion
- Q3 2025
A detailed history of Weatherly Asset Management L. P. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Weatherly Asset Management L. P. holds 4,650 shares of VTEB stock, worth $234,034. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,650
Previous 4,650
-0.0%
Holding current value
$234,034
Previous $227,000
2.2%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,344Shares Held
560MCall Options Held
124KPut Options Held
62.8K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.89 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO35.2MShares$1.77 Billion1.27% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.35 Billion1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24.7MShares$1.24 Billion0.22% of portfolio
-
Morgan Stanley New York, NY23.3MShares$1.17 Billion0.08% of portfolio