Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Vanguard Mun Bd Fds Tax Exempt Transaction History
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
- $3.65 Billion
- Q4 2024
A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 7,967 shares of VTEB stock, worth $401,218. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,967
Previous 4,920
61.93%
Holding current value
$401,218
Previous $251,000
58.96%
% of portfolio
0.01%
Previous 0.01%
Shares
2 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