Brown Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Brown Wealth Management, LLC
- $248 Billion
- Q2 2024
A detailed history of Brown Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Brown Wealth Management, LLC holds 67,608 shares of VTEB stock, worth $3.44 Million. This represents 1.37% of its overall portfolio holdings.
Number of Shares
67,608
Previous 67,984
0.55%
Holding current value
$3.44 Million
Previous $3.44 Billion
1.52%
% of portfolio
1.37%
Previous 1.42%
Shares
5 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$3.8 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.61 Billion1.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.55 Billion0.3% of portfolio
-
Wealthfront Advisers LLC30MShares$1.52 Billion5.06% of portfolio
-
Creative Planning Overland Park, KS25.6MShares$1.3 Billion1.37% of portfolio