Journey Beyond Wealth, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Journey Beyond Wealth, LLC
- $106 Billion
- Q4 2024
A detailed history of Journey Beyond Wealth, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Journey Beyond Wealth, LLC holds 34,881 shares of VTEB stock, worth $1.74 Million. This represents 1.64% of its overall portfolio holdings.
Number of Shares
34,881Holding current value
$1.74 Million% of portfolio
1.64%Shares
1 transactions
Others Institutions Holding VTEB
# of Institutions
1,266Shares Held
535MCall Options Held
39.6KPut Options Held
53.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.93 Billion0.32% of portfolio
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Northwestern Mutual Wealth Management CO33.6MShares$1.68 Billion1.43% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.63 Billion0.31% of portfolio
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Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio
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Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.04 Billion0.39% of portfolio