Opes Wealth Management LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Opes Wealth Management LLC
- $486 Million
- Q4 2024
A detailed history of Opes Wealth Management LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Opes Wealth Management LLC holds 45,519 shares of VTEB stock, worth $2.27 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
45,519
Previous 37,485
21.43%
Holding current value
$2.27 Million
Previous $1.92 Million
19.05%
% of portfolio
0.47%
Previous 0.37%
Shares
15 transactions
Others Institutions Holding VTEB
# of Institutions
1,266Shares Held
535MCall Options Held
39.6KPut Options Held
53.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.93 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, KS25MShares$1.25 Billion1.27% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.04 Billion0.39% of portfolio