Root Financial Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Root Financial Partners, LLC
- $807 Billion
- Q4 2024
A detailed history of Root Financial Partners, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Root Financial Partners, LLC holds 13,272 shares of VTEB stock, worth $672,359. This represents 0.08% of its overall portfolio holdings.
Number of Shares
13,272
Previous 13,228
0.33%
Holding current value
$672,359
Previous $676 Million
1.61%
% of portfolio
0.08%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,299Shares Held
530MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.99 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.7 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.66 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.27 Billion1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.05 Billion0.39% of portfolio