Wick Capital Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Wick Capital Partners, LLC
- $316 Million
- Q4 2024
A detailed history of Wick Capital Partners, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Wick Capital Partners, LLC holds 6,525 shares of VTEB stock, worth $324,814. This represents 0.1% of its overall portfolio holdings.
Number of Shares
6,525
Previous 9,468
31.08%
Holding current value
$324,814
Previous $474,000
31.01%
% of portfolio
0.1%
Previous 0.08%
Shares
5 transactions
Others Institutions Holding VTEB
# of Institutions
1,302Shares 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