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 $23,316. This represents 0.0% of its overall portfolio holdings.
Number of Shares
463
Previous 7,755
94.03%
Holding current value
$23,316
Previous $373,000
93.83%
% of portfolio
0.0%
Previous 0.03%
Shares
7 transactions
Others Institutions Holding VTEB
# of Institutions
1,294Shares Held
546MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.96 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.69 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.65 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