Wealthstream Advisors, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Wealthstream Advisors, Inc.
- $519 Million
- Q4 2024
A detailed history of Wealthstream Advisors, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 5,996 shares of VTEB stock, worth $301,179. This represents 0.06% of its overall portfolio holdings.
Number of Shares
5,996
Previous 5,517
8.68%
Holding current value
$301,179
Previous $282,000
6.38%
% of portfolio
0.06%
Previous 0.06%
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