Watershed Private Wealth LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Watershed Private Wealth LLC
- $251 Billion
- Q3 2024
A detailed history of Watershed Private Wealth LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Watershed Private Wealth LLC holds 70,816 shares of VTEB stock, worth $3.56 Million. This represents 1.44% of its overall portfolio holdings.
Number of Shares
70,816
Previous 63,239
11.98%
Holding current value
$3.56 Million
Previous $3.17 Billion
14.24%
% of portfolio
1.44%
Previous 1.35%
Shares
5 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