Wealth Dimensions Group, Ltd. Vanguard Mun Bd Fds Tax Exempt Transaction History
Wealth Dimensions Group, Ltd.
- $408 Million
- Q4 2024
A detailed history of Wealth Dimensions Group, Ltd. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 4,563 shares of VTEB stock, worth $228,469. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,563
Previous 4,051
12.64%
Holding current value
$228,469
Previous $207,000
10.14%
% of portfolio
0.06%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,300Shares Held
530MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.94 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.68 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.64 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.26 Billion1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.04 Billion0.39% of portfolio