Wealth Management Resources, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Wealth Management Resources, Inc.
- $271 Million
- Q4 2024
A detailed history of Wealth Management Resources, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Wealth Management Resources, Inc. holds 17,217 shares of VTEB stock, worth $856,890. This represents 0.32% of its overall portfolio holdings.
Number of Shares
17,217
Previous 10,217
68.51%
Holding current value
$856,890
Previous $522,000
65.33%
% of portfolio
0.32%
Previous 0.21%
Shares
4 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$3.92 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.67 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.63 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.25 Billion1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.03 Billion0.39% of portfolio