Catalyst Private Wealth, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Catalyst Private Wealth, LLC
- $143 Million
- Q1 2024
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 4,223 shares of VTEB stock, worth $212,205. This represents 0.15% of its overall portfolio holdings.
Number of Shares
4,223
Previous 24,637
82.86%
Holding current value
$212,205
Previous $1.26 Million
83.05%
% of portfolio
0.15%
Previous 0.81%
Shares
7 transactions
Others Institutions Holding VTEB
# of Institutions
1,104Shares Held
484MCall Options Held
26.8KPut Options Held
86.9K-
Jpmorgan Chase & CO New York, NY77MShares$3.87 Billion0.35% of portfolio
-
Northwestern Mutual Wealth Management CO34.6MShares$1.74 Billion1.8% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA29.5MShares$1.48 Billion2.05% of portfolio
-
Wealthfront Advisers LLC28.4MShares$1.43 Billion5.03% of portfolio
-
Creative Planning Overland Park, KS24.8MShares$1.25 Billion1.39% of portfolio