Carolinas Wealth Consulting LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Carolinas Wealth Consulting LLC
- $577 Million
- Q3 2024
A detailed history of Carolinas Wealth Consulting LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 15,558 shares of VTEB stock, worth $780,856. This represents 0.14% of its overall portfolio holdings.
Number of Shares
15,558
Previous 14,331
8.56%
Holding current value
$780,856
Previous $718,000
10.72%
% of portfolio
0.14%
Previous 0.13%
Shares
20 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