Boyd Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Boyd Wealth Management, LLC
- $175 Million
- Q1 2024
A detailed history of Boyd Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Boyd Wealth Management, LLC holds 39,180 shares of VTEB stock, worth $1.96 Million. This represents 1.13% of its overall portfolio holdings.
Number of Shares
39,180
Previous 34,028
15.14%
Holding current value
$1.96 Million
Previous $1.74 Million
14.1%
% of portfolio
1.13%
Previous 1.08%
Shares
7 transactions
Others Institutions Holding VTEB
# of Institutions
1,103Shares Held
484MCall Options Held
26.8KPut Options Held
86.9K-
Jpmorgan Chase & CO New York, NY77MShares$3.86 Billion0.35% of portfolio
-
Northwestern Mutual Wealth Management CO34.6MShares$1.73 Billion1.8% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA29.5MShares$1.48 Billion2.05% of portfolio
-
Wealthfront Advisers LLC28.4MShares$1.42 Billion5.03% of portfolio
-
Creative Planning Overland Park, KS24.8MShares$1.24 Billion1.39% of portfolio