Act Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Act Wealth Management, LLC
- $214 Million
- Q4 2024
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 9,500 shares of VTEB stock, worth $476,235. This represents 0.22% of its overall portfolio holdings.
Number of Shares
9,500
Previous 9,500
-0.0%
Holding current value
$476,235
Previous $485,000
1.86%
% of portfolio
0.22%
Previous 0.22%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,212Shares Held
515MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.74 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.64 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.58 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.58 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio