Towerpoint Wealth, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Towerpoint Wealth, LLC
- $201 Million
- Q4 2024
A detailed history of Towerpoint Wealth, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Towerpoint Wealth, LLC holds 15,670 shares of VTEB stock, worth $783,500. This represents 0.39% of its overall portfolio holdings.
Number of Shares
15,670
Previous 15,832
1.02%
Holding current value
$783,500
Previous $809,000
2.97%
% of portfolio
0.39%
Previous 0.39%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,199Shares Held
512MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.73 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