Pine Harbor Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Pine Harbor Wealth Management, LLC
- $248 Billion
- Q4 2024
A detailed history of Pine Harbor Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Pine Harbor Wealth Management, LLC holds 5,513 shares of VTEB stock, worth $274,602. This represents 0.11% of its overall portfolio holdings.
Number of Shares
5,513
Previous 28,545
80.69%
Holding current value
$274,602
Previous $1.46 Billion
81.06%
% of portfolio
0.11%
Previous 0.73%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,302Shares Held
530MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.92 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.68 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.63 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.25 Billion1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.03 Billion0.39% of portfolio