Brown Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Brown Wealth Management, LLC
- $282 Billion
- Q4 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 89,289 shares of VTEB stock, worth $4.48 Million. This represents 1.59% of its overall portfolio holdings.
Number of Shares
89,289
Previous 74,728
19.49%
Holding current value
$4.48 Million
Previous $3.82 Billion
17.17%
% of portfolio
1.59%
Previous 1.38%
Shares
7 transactions
Others Institutions Holding VTEB
# of Institutions
1,286Shares Held
542MCall Options Held
34.6KPut Options Held
62.2K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.95 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.69 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.64 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.26 Billion1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.04 Billion0.39% of portfolio