Shakespeare Wealth Management, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Shakespeare Wealth Management, Inc.
- $379 Million
- Q3 2024
A detailed history of Shakespeare Wealth Management, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Shakespeare Wealth Management, Inc. holds 17,422 shares of VTEB stock, worth $875,107. This represents 0.23% of its overall portfolio holdings.
Number of Shares
17,422
Previous 9,818
77.45%
Holding current value
$875,107
Previous $491,000
81.26%
% of portfolio
0.23%
Previous 0.14%
Shares
2 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