Proquility Private Wealth Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Proquility Private Wealth Partners, LLC
- $306 Million
- Q4 2024
A detailed history of Proquility Private Wealth Partners, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Proquility Private Wealth Partners, LLC holds 86,432 shares of VTEB stock, worth $4.34 Million. This represents 1.42% of its overall portfolio holdings.
Number of Shares
86,432
Previous 19,124
351.96%
Holding current value
$4.34 Million
Previous $977,000
343.4%
% of portfolio
1.42%
Previous 0.31%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,238Shares Held
510MCall Options Held
39.6KPut Options Held
53.8K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.75 Billion0.31% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.64 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.64 Billion1.49% 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