Wetzel Investment Advisors, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Wetzel Investment Advisors, Inc.
- $194 Million
- Q3 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 19,674 shares of VTEB stock, worth $985,470. This represents 0.52% of its overall portfolio holdings.
Number of Shares
19,674
Previous 16,472
19.44%
Holding current value
$985,470
Previous $825,000
21.82%
% of portfolio
0.52%
Previous 0.47%
Shares
3 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$3.74 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.64 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.58 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.58 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio