Belpointe Asset Management LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Belpointe Asset Management LLC
- $1.49 Billion
- Q3 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 22,214 shares of VTEB stock, worth $1.12 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
22,214
Previous 20,405
8.87%
Holding current value
$1.12 Million
Previous $1.02 Million
11.06%
% of portfolio
0.08%
Previous 0.08%
Shares
17 transactions
Others Institutions Holding VTEB
# of Institutions
1,175Shares Held
508MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.78 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.65 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.6 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.6 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.26 Billion1.27% of portfolio