Wetzel Investment Advisors, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Wetzel Investment Advisors, Inc.
- $176 Million
- Q1 2024
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 16,472 shares of VTEB stock, worth $828,047. This represents 0.47% of its overall portfolio holdings.
Number of Shares
16,472
Previous 16,648
1.06%
Holding current value
$828,047
Previous $850,000
2.0%
% of portfolio
0.47%
Previous 0.52%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,104Shares Held
484MCall Options Held
26.8KPut Options Held
86.9K-
Jpmorgan Chase & CO New York, NY77MShares$3.87 Billion0.35% of portfolio
-
Northwestern Mutual Wealth Management CO34.6MShares$1.74 Billion1.8% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA29.5MShares$1.48 Billion2.05% of portfolio
-
Wealthfront Advisers LLC28.4MShares$1.43 Billion5.03% of portfolio
-
Creative Planning Overland Park, KS24.8MShares$1.25 Billion1.39% of portfolio