Wealthsource Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
A detailed history of Wealthsource Partners, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Wealthsource Partners, LLC holds 108,098 shares of VTEB stock, worth $5.38 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
108,098
Previous 54,957
96.7%
Holding current value
$5.38 Million
Previous $2.64 Million
108.78%
% of portfolio
0.36%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,303Shares 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