Kerntke Otto Mc Glone Wealth Management Group Vanguard Mun Bd Fds Tax Exempt Transaction History

Kerntke Otto Mc Glone Wealth Management Group

$118 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Nov 09, 2021	SELL	$54.77 - $55.59 $481,428 - $488,636	-8,790 Closed	0 $0
Q2 2021 Aug 04, 2021	BUY	$54.58 - $55.46 $25,707 - $26,121	471 Added 5.66%	8,790 $486,000
Q1 2021 May 14, 2021	BUY	$54.36 - $55.51 $16,090 - $16,430	296 Added 3.69%	8,319 $455,000
Q4 2020 Feb 12, 2021	BUY	$54.06 - $55.19 $433,723 - $442,789	8,023 New	8,023 $443,000

Others Institutions Holding VTEB

# of Institutions

1,176

Shares Held

510M

Call Options Held

39.6K

Put Options Held

85.7K

Jpmorgan Chase & CO New York, NY

74.7M
Shares

$3.73 Billion
0.31% of portfolio
Northwestern Mutual Wealth Management CO

32.7M
Shares

$1.63 Billion
1.49% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

31.6M
Shares

$1.58 Billion
0.31% of portfolio
Wealthfront Advisers LLC

31.5M
Shares

$1.58 Billion
5.01% of portfolio
Creative Planning Overland Park, KS

25M
Shares

$1.25 Billion
1.27% of portfolio

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About VANGUARD MUN BD FDS TAX-EXEMPT

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