Wetzel Investment Advisors, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Wetzel Investment Advisors, Inc.
- $192 Million
- Q1 2025
A detailed history of Wetzel Investment Advisors, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Wetzel Investment Advisors, Inc. holds 19,263 shares of VTEB stock, worth $940,034. This represents 0.5% of its overall portfolio holdings.
Number of Shares
19,263
Previous 19,290
0.14%
Holding current value
$940,034
Previous $967,000
1.24%
% of portfolio
0.5%
Previous 0.49%
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