Altium Wealth Management LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Altium Wealth Management LLC
- $1.39 Billion
- Q2 2022
A detailed history of Altium Wealth Management LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Altium Wealth Management LLC holds 648,667 shares of VTEB stock, worth $32.7 Million. This represents 2.33% of its overall portfolio holdings.
Number of Shares
648,667
Previous 642,413
0.97%
Holding current value
$32.7 Million
Previous $33.1 Million
2.22%
% of portfolio
2.33%
Previous 2.13%
Shares
19 transactions
Others Institutions Holding VTEB
# of Institutions
1,102Shares Held
486MCall Options Held
26.8KPut Options Held
52.1K-
Jpmorgan Chase & CO New York, NY77MShares$3.88 Billion0.35% of portfolio
-
Northwestern Mutual Wealth Management CO34.6MShares$1.74 Billion1.8% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA29.5MShares$1.49 Billion2.05% of portfolio
-
Wealthfront Advisers LLC28.4MShares$1.43 Billion5.03% of portfolio
-
Creative Planning Overland Park, KS24.8MShares$1.25 Billion1.39% of portfolio