Baker Tilly Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Baker Tilly Wealth Management, LLC
- $377 Million
- Q4 2025
A detailed history of Baker Tilly Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 13,064 shares of VTEB stock, worth $656,727. This represents 0.17% of its overall portfolio holdings.
Number of Shares
13,064
Previous 21,527
39.31%
Holding current value
$656,727
Previous $1.08 Million
39.09%
% of portfolio
0.17%
Previous 0.25%
Shares
6 transactions
Others Institutions Holding VTEB
# of Institutions
1,374Shares Held
604MCall Options Held
282KPut Options Held
56K-
Jpmorgan Chase & CO New York, NY99.1MShares$4.98 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO35.7MShares$1.8 Billion1.21% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.31 Billion1.01% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24MShares$1.21 Billion0.2% of portfolio
-
Morgan Stanley New York, NY23MShares$1.16 Billion0.07% of portfolio