Windward Private Wealth Management Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Windward Private Wealth Management Inc.
- $256 Million
- Q4 2024
A detailed history of Windward Private Wealth Management Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Windward Private Wealth Management Inc. holds 26,939 shares of VTEB stock, worth $1.34 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
26,939
Previous 19,026
41.59%
Holding current value
$1.34 Million
Previous $972,000
38.89%
% of portfolio
0.53%
Previous 0.37%
Shares
10 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