Beverly Hills Private Wealth, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Beverly Hills Private Wealth, LLC
- $495 Billion
- Q4 2024
A detailed history of Beverly Hills Private Wealth, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 21,667 shares of VTEB stock, worth $1.09 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
21,667Holding current value
$1.09 Million% of portfolio
0.22%Shares
1 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
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Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.64 Billion0.31% of portfolio
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Creative Planning Overland Park, KS25.1MShares$1.26 Billion1.23% of portfolio
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Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.04 Billion0.39% of portfolio