Weatherly Asset Management L. P. Vanguard Mun Bd Fds Tax Exempt Transaction History
Weatherly Asset Management L. P.
- $1.14 Billion
- Q3 2024
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 $236,871. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,650
Previous 4,650
-0.0%
Holding current value
$236,871
Previous $233,000
1.72%
% of portfolio
0.02%
Previous 0.02%
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$3.8 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.66 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.61 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.61 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.27 Billion1.27% of portfolio