Bcgm Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Bcgm Wealth Management, LLC
- $287 Million
- Q3 2024
A detailed history of Bcgm Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Bcgm Wealth Management, LLC holds 28,792 shares of VTEB stock, worth $1.44 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
28,792
Previous 18,358
56.84%
Holding current value
$1.44 Million
Previous $919,000
60.07%
% of portfolio
0.51%
Previous 0.34%
Shares
3 transactions
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$3.74 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