Act Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Act Wealth Management, LLC
- $220 Million
- Q1 2025
A detailed history of Act Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Act Wealth Management, LLC holds 29,500 shares of VTEB stock, worth $1.46 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
29,500
Previous 9,500
210.53%
Holding current value
$1.46 Million
Previous $476,000
206.93%
% of portfolio
0.66%
Previous 0.22%
Shares
4 transactions
Others Institutions Holding VTEB
# of Institutions
1,304Shares Held
555MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.9 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.67 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.62 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.24 Billion1.23% of portfolio
-
Wealthfront Advisers LLC24.5MShares$1.21 Billion3.61% of portfolio