Leeward Financial Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Leeward Financial Partners, LLC
- $277 Million
- Q4 2024
A detailed history of Leeward Financial Partners, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Leeward Financial Partners, LLC holds 29,012 shares of VTEB stock, worth $1.46 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
29,012
Previous 27,709
4.7%
Holding current value
$1.46 Million
Previous $1.42 Million
2.68%
% of portfolio
0.53%
Previous 0.54%
Shares
7 transactions
Others Institutions Holding VTEB
# of Institutions
1,295Shares 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