Baystate Wealth Management LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Baystate Wealth Management LLC
- $1.36 Billion
- Q4 2023
A detailed history of Baystate Wealth Management LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Baystate Wealth Management LLC holds 463 shares of VTEB stock, worth $23,275. This represents 0.0% of its overall portfolio holdings.
Number of Shares
463
Previous 7,755
94.03%
Holding current value
$23,275
Previous $373,000
93.83%
% of portfolio
0.0%
Previous 0.03%
Shares
7 transactions
Others Institutions Holding VTEB
# of Institutions
1,372Shares Held
602MCall 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