Wetherby Asset Management Inc Vanguard Mun Bd Fds Tax Exempt Transaction History
Wetherby Asset Management Inc
- $2.13 Billion
- Q3 2024
A detailed history of Wetherby Asset Management Inc transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Wetherby Asset Management Inc holds 7,169 shares of VTEB stock, worth $362,751. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,169
Previous 7,156
0.18%
Holding current value
$362,751
Previous $358,000
2.23%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding VTEB
# of Institutions
1,175Shares Held
508MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.78 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.65 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.6 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.6 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.26 Billion1.27% of portfolio