Pb Mares Wealth Management LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Pb Mares Wealth Management LLC
- $474 Million
- Q3 2024
A detailed history of Pb Mares Wealth Management LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 20,577 shares of VTEB stock, worth $1.03 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
20,577
Previous 21,367
3.7%
Holding current value
$1.03 Million
Previous $1.07 Million
1.78%
% of portfolio
0.22%
Previous 0.26%
Shares
6 transactions
Others Institutions Holding VTEB
# of Institutions
1,177Shares Held
510MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.73 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.63 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.58 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.58 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio