Sharp Financial Services, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Sharp Financial Services, LLC
- $132 Billion
- Q4 2024
A detailed history of Sharp Financial Services, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Sharp Financial Services, LLC holds 5,900 shares of VTEB stock, worth $297,124. This represents 0.22% of its overall portfolio holdings.
Number of Shares
5,900
Previous 6,000
1.67%
Holding current value
$297,124
Previous $307 Million
3.57%
% of portfolio
0.22%
Previous 0.24%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,227Shares Held
516MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.76 Billion0.31% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.65 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.65 Billion1.49% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.59 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.26 Billion1.27% of portfolio