Dynasty Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Dynasty Wealth Management, LLC
- $5.8 Trillion
- Q4 2024
A detailed history of Dynasty Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 109,139 shares of VTEB stock, worth $5.48 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
109,139
Previous 101,021
8.04%
Holding current value
$5.48 Million
Previous $5.16 Billion
5.94%
% of portfolio
0.09%
Previous 0.16%
Shares
4 transactions
Others Institutions Holding VTEB
# of Institutions
1,286Shares Held
542MCall Options Held
34.6KPut Options Held
62.2K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.95 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.69 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.64 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.26 Billion1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.04 Billion0.39% of portfolio