Rockbridge Investment Management, Lcc Vanguard Mun Bd Fds Tax Exempt Transaction History
Rockbridge Investment Management, Lcc
- $772 Billion
- Q3 2024
A detailed history of Rockbridge Investment Management, Lcc transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Rockbridge Investment Management, Lcc holds 57,307 shares of VTEB stock, worth $2.86 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
57,307
Previous 47,411
20.87%
Holding current value
$2.86 Million
Previous $2.38 Billion
23.31%
% of portfolio
0.38%
Previous 0.34%
Shares
11 transactions
Others Institutions Holding VTEB
# of Institutions
1,177Shares Held
510MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.73 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.63 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