Rockwood Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Rockwood Wealth Management, LLC
- $926 Billion
- Q4 2024
A detailed history of Rockwood Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Rockwood Wealth Management, LLC holds 181,849 shares of VTEB stock, worth $9.1 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
181,849
Previous 717,613
74.66%
Holding current value
$9.1 Million
Previous $36.7 Billion
75.14%
% of portfolio
0.98%
Previous 4.04%
Shares
12 transactions
Others Institutions Holding VTEB
# of Institutions
1,185Shares Held
511MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.74 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