Certus Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Certus Wealth Management, LLC
- $130 Million
- Q2 2024
A detailed history of Certus Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Certus Wealth Management, LLC holds 19,182 shares of VTEB stock, worth $975,404. This represents 0.74% of its overall portfolio holdings.
Number of Shares
19,182
Previous 11,919
60.94%
Holding current value
$975,404
Previous $603,000
59.37%
% of portfolio
0.74%
Previous 0.48%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,142Shares Held
493MCall Options Held
21.1KPut Options Held
21.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.8 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.61 Billion1.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.55 Billion0.3% of portfolio
-
Wealthfront Advisers LLC30MShares$1.52 Billion5.06% of portfolio
-
Creative Planning Overland Park, KS25.6MShares$1.3 Billion1.37% of portfolio