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 $864,809. This represents 0.32% of its overall portfolio holdings.
Number of Shares
17,217
Previous 10,217
68.51%
Holding current value
$864,809
Previous $522,000
65.33%
% of portfolio
0.32%
Previous 0.21%
Shares
4 transactions
Others Institutions Holding VTEB
# of Institutions
1,238Shares Held
510MCall Options Held
39.6KPut Options Held
53.8K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.75 Billion0.31% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.64 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.64 Billion1.49% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.04 Billion0.39% of portfolio