Lji Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Lji Wealth Management, LLC
- $489 Billion
- Q3 2024
A detailed history of Lji Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Lji Wealth Management, LLC holds 24,366 shares of VTEB stock, worth $1.23 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
24,366
Previous 22,772
7.0%
Holding current value
$1.23 Million
Previous $1.14 Billion
9.16%
% of portfolio
0.25%
Previous 0.25%
Shares
6 transactions
Others Institutions Holding VTEB
# of Institutions
1,176Shares Held
510MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.77 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.65 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.59 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.59 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.26 Billion1.27% of portfolio