Modern Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Modern Wealth Management, LLC
- $1.37 Trillion
- Q2 2024
A detailed history of Modern Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Modern Wealth Management, LLC holds 5,002 shares of VTEB stock, worth $251,250. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,002
Previous 5,247
4.67%
Holding current value
$251,250
Previous $263 Million
4.79%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,162Shares Held
496MCall Options Held
21.1KPut Options Held
53.6K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.75 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.59 Billion1.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.53 Billion0.3% of portfolio
-
Wealthfront Advisers LLC30MShares$1.51 Billion5.06% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio