Belpointe Asset Management LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Belpointe Asset Management LLC
- $1.28 Billion
- Q2 2024
A detailed history of Belpointe Asset Management LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Belpointe Asset Management LLC holds 20,405 shares of VTEB stock, worth $1.04 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
20,405
Previous 22,092
7.64%
Holding current value
$1.04 Million
Previous $1.12 Million
8.5%
% of portfolio
0.08%
Previous 0.09%
Shares
16 transactions
Others Institutions Holding VTEB
# of Institutions
1,142Shares Held
493MCall Options Held
21.1KPut Options Held
21.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.82 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.62 Billion1.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.56 Billion0.3% of portfolio
-
Wealthfront Advisers LLC30MShares$1.53 Billion5.06% of portfolio
-
Creative Planning Overland Park, KS25.6MShares$1.31 Billion1.37% of portfolio