Physician Wealth Solutions Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Physician Wealth Solutions Inc.
- $236 Billion
- Q4 2025
A detailed history of Physician Wealth Solutions Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Physician Wealth Solutions Inc. holds 218,414 shares of VTEB stock, worth $11 Million. This represents 4.66% of its overall portfolio holdings.
Number of Shares
218,414
Previous 213,237
2.43%
Holding current value
$11 Million
Previous $10.7 Billion
2.88%
% of portfolio
4.66%
Previous 4.66%
Shares
9 transactions
Others Institutions Holding VTEB
# of Institutions
1,379Shares Held
605MCall Options Held
282KPut Options Held
56K-
Jpmorgan Chase & CO New York, NY99.1MShares$4.98 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO35.7MShares$1.8 Billion1.21% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.31 Billion1.01% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24MShares$1.21 Billion0.2% of portfolio
-
Morgan Stanley New York, NY23MShares$1.16 Billion0.07% of portfolio