Blue Bell Private Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Blue Bell Private Wealth Management, LLC
- $500 Million
- Q4 2024
A detailed history of Blue Bell Private Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 2,672 shares of VTEB stock, worth $133,225. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,672
Previous 2,672
-0.0%
Holding current value
$133,225
Previous $136,000
2.21%
% of portfolio
0.03%
Previous 0.03%
Shares
2 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$1.04 Billion0.39% of portfolio