Private Client Services, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Private Client Services, LLC
- $202 Billion
- Q1 2025
A detailed history of Private Client Services, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Private Client Services, LLC holds 13,070 shares of VTEB stock, worth $637,816. This represents 0.32% of its overall portfolio holdings.
Number of Shares
13,070
Previous 14,759
11.44%
Holding current value
$637,816
Previous $740 Million
12.34%
% of portfolio
0.32%
Previous 0.4%
Shares
6 transactions
Others Institutions Holding VTEB
# of Institutions
1,330Shares Held
563MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.77 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.68 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.28 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio