Windward Private Wealth Management Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Windward Private Wealth Management Inc.
- $256 Million
- Q1 2025
A detailed history of Windward Private Wealth Management Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Windward Private Wealth Management Inc. holds 27,014 shares of VTEB stock, worth $1.32 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
27,014
Previous 26,939
0.28%
Holding current value
$1.32 Million
Previous $1.35 Million
0.74%
% of portfolio
0.52%
Previous 0.53%
Shares
11 transactions
Others Institutions Holding VTEB
# of Institutions
1,329Shares Held
563MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.77 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.68 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.28 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio