Level Wealth Management LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Level Wealth Management LLC
- $142 Billion
- Q4 2024
A detailed history of Level Wealth Management LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Level Wealth Management LLC holds 191,520 shares of VTEB stock, worth $9.68 Million. This represents 6.78% of its overall portfolio holdings.
Number of Shares
191,520Holding current value
$9.68 Million% of portfolio
6.78%Shares
1 transactions
Others Institutions Holding VTEB
# of Institutions
1,295Shares Held
546MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.98 Billion0.32% of portfolio
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Northwestern Mutual Wealth Management CO33.6MShares$1.7 Billion1.43% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.65 Billion0.31% of portfolio
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Creative Planning Overland Park, KS25.1MShares$1.27 Billion1.23% of portfolio
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Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.05 Billion0.39% of portfolio