Genesis Private Wealth, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Genesis Private Wealth, LLC
- $238 Billion
- Q3 2025
A detailed history of Genesis Private Wealth, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Genesis Private Wealth, LLC holds 146,182 shares of VTEB stock, worth $7.35 Million. This represents 3.08% of its overall portfolio holdings.
Number of Shares
146,182
Previous 136,735
6.91%
Holding current value
$7.35 Million
Previous $6.7 Billion
9.18%
% of portfolio
3.08%
Previous 3.16%
Shares
4 transactions
Others Institutions Holding VTEB
# of Institutions
1,375Shares Held
602MCall Options Held
282KPut Options Held
56K-
Jpmorgan Chase & CO New York, NY99.1MShares$4.98 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO35.7MShares$1.8 Billion1.21% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.31 Billion1.01% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24MShares$1.21 Billion0.2% of portfolio
-
Morgan Stanley New York, NY23MShares$1.16 Billion0.07% of portfolio