White Lighthouse Investment Management Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
White Lighthouse Investment Management Inc.
- $568 Million
- Q4 2024
A detailed history of White Lighthouse Investment Management Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, White Lighthouse Investment Management Inc. holds 35,801 shares of VTEB stock, worth $1.81 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
35,801
Previous 35,301
1.42%
Holding current value
$1.81 Million
Previous $1.8 Million
0.55%
% of portfolio
0.32%
Previous 0.32%
Shares
23 transactions
Others Institutions Holding VTEB
# of Institutions
1,295Shares Held
546MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.98 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.7 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.65 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.27 Billion1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.05 Billion0.39% of portfolio