Synergy Investment Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Synergy Investment Management, LLC
- $233 Billion
- Q4 2024
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 3,351 shares of VTEB stock, worth $168,555. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,351Holding current value
$168,555% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding VTEB
# of Institutions
1,229Shares Held
539MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.76 Billion0.31% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.64 Billion0.31% of portfolio
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Northwestern Mutual Wealth Management CO32.7MShares$1.64 Billion1.49% of portfolio
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Wealthfront Advisers LLC31.5MShares$1.59 Billion5.01% of portfolio
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Creative Planning Overland Park, KS25MShares$1.26 Billion1.27% of portfolio