Synergy Investment Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Synergy Investment Management, LLC
- $239 Billion
- Q1 2025
A detailed history of Synergy Investment Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Synergy Investment Management, LLC holds 3,293 shares of VTEB stock, worth $161,060. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,293
Previous 3,351
1.73%
Holding current value
$161,060
Previous $168 Million
2.73%
% of portfolio
0.07%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,329Shares Held
563MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.78 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.69 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.28 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.13 Billion0.08% of portfolio