Aj Wealth Strategies, LLC Vanguard Mun Bd Fds Tax Exempt Call Options Transaction History
Aj Wealth Strategies, LLC
- $2.07 Billion
- Q2 2023
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
---|
Others Institutions Holding VTEB
# of Institutions
1,176Shares Held
510MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.81 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.67 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.61 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.61 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.27 Billion1.27% of portfolio