Westside Investment Management, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Westside Investment Management, Inc.
- $470 Billion
- Q3 2024
A detailed history of Westside Investment Management, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Westside Investment Management, Inc. holds 5,616 shares of VTEB stock, worth $285,629. This represents 0.06% of its overall portfolio holdings.
Number of Shares
5,616
Previous 5,616
-0.0%
Holding current value
$285,629
Previous $281 Million
2.02%
% of portfolio
0.06%
Previous 0.06%
Shares
1 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$1.6 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.27 Billion1.27% of portfolio