Wheelhouse Advisory Group LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Wheelhouse Advisory Group LLC
- $130 Billion
- Q1 2024
A detailed history of Wheelhouse Advisory Group LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Wheelhouse Advisory Group LLC holds 32,666 shares of VTEB stock, worth $1.64 Million. This represents 1.27% of its overall portfolio holdings.
Number of Shares
32,666
Previous 32,776
0.34%
Holding current value
$1.64 Million
Previous $1.67 Billion
1.21%
% of portfolio
1.27%
Previous 1.46%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,103Shares Held
484MCall Options Held
26.8KPut Options Held
86.9K-
Jpmorgan Chase & CO New York, NY77MShares$3.86 Billion0.35% of portfolio
-
Northwestern Mutual Wealth Management CO34.6MShares$1.73 Billion1.8% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA29.5MShares$1.48 Billion2.05% of portfolio
-
Wealthfront Advisers LLC28.4MShares$1.42 Billion5.03% of portfolio
-
Creative Planning Overland Park, KS24.8MShares$1.24 Billion1.39% of portfolio