Wealth Management Resources, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Wealth Management Resources, Inc.
- $250 Million
- Q3 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 10,217 shares of VTEB stock, worth $510,543. This represents 0.21% of its overall portfolio holdings.
Number of Shares
10,217
Previous 11,851
13.79%
Holding current value
$510,543
Previous $593,000
11.97%
% of portfolio
0.21%
Previous 0.25%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,176Shares Held
510MCall 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