White Lighthouse Investment Management Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
White Lighthouse Investment Management Inc.
- $518 Million
- Q2 2024
A detailed history of White Lighthouse Investment Management Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, White Lighthouse Investment Management Inc. holds 32,466 shares of VTEB stock, worth $1.64 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
32,466
Previous 27,598
17.64%
Holding current value
$1.64 Million
Previous $1.4 Million
16.48%
% of portfolio
0.31%
Previous 0.28%
Shares
21 transactions
Others Institutions Holding VTEB
# of Institutions
1,103Shares Held
486MCall Options Held
26.8KPut Options Held
52.1K-
Jpmorgan Chase & CO New York, NY77MShares$3.88 Billion0.35% of portfolio
-
Northwestern Mutual Wealth Management CO34.6MShares$1.75 Billion1.8% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA29.5MShares$1.49 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