Catalyst Private Wealth, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Catalyst Private Wealth, LLC
- $154 Million
- Q1 2025
A detailed history of Catalyst Private Wealth, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Catalyst Private Wealth, LLC holds 56,857 shares of VTEB stock, worth $2.77 Million. This represents 1.83% of its overall portfolio holdings.
Number of Shares
56,857
Previous 9,663
488.4%
Holding current value
$2.77 Million
Previous $484,000
481.82%
% of portfolio
1.83%
Previous 0.29%
Shares
11 transactions
Others Institutions Holding VTEB
# of Institutions
1,330Shares Held
563MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.77 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.68 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.28 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio