Catalytic Wealth Ria, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Catalytic Wealth Ria, LLC
- $545 Billion
- Q1 2025
A detailed history of Catalytic Wealth Ria, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Catalytic Wealth Ria, LLC holds 4,062 shares of VTEB stock, worth $198,672. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,062
Previous 12,127
66.5%
Holding current value
$198,672
Previous $608 Million
66.85%
% of portfolio
0.04%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,329Shares Held
563MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.78 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.69 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$1.13 Billion0.08% of portfolio