Slate Stone Wealth, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Slate Stone Wealth, LLC
- $923 Million
- Q2 2024
A detailed history of Slate Stone Wealth, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Slate Stone Wealth, LLC holds 12,906 shares of VTEB stock, worth $649,042. This represents 0.07% of its overall portfolio holdings.
Number of Shares
12,906
Previous 12,608
2.36%
Holding current value
$649,042
Previous $638,000
1.41%
% of portfolio
0.07%
Previous 0.06%
Shares
7 transactions
Others Institutions Holding VTEB
# of Institutions
1,153Shares Held
495MCall Options Held
21.1KPut Options Held
53.6K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.76 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.59 Billion1.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.54 Billion0.3% of portfolio
-
Wealthfront Advisers LLC30MShares$1.51 Billion5.06% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.26 Billion1.27% of portfolio