Wick Capital Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Wick Capital Partners, LLC
- $628 Million
- Q4 2024
A detailed history of Wick Capital Partners, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Wick Capital Partners, LLC holds 9,468 shares of VTEB stock, worth $475,198. This represents 0.08% of its overall portfolio holdings.
Number of Shares
9,468
Previous 5,920
59.93%
Holding current value
$475,198
Previous $302,000
56.95%
% of portfolio
0.08%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding VTEB
# of Institutions
1,286Shares Held
542MCall Options Held
34.6KPut Options Held
62.2K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.95 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.69 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.64 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.26 Billion1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.04 Billion0.39% of portfolio