Catalytic Wealth Ria, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Catalytic Wealth Ria, LLC
- $569 Billion
- Q4 2024
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 12,127 shares of VTEB stock, worth $609,381. This represents 0.11% of its overall portfolio holdings.
Number of Shares
12,127
Previous 12,715
4.62%
Holding current value
$609,381
Previous $650 Million
6.47%
% of portfolio
0.11%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,299Shares Held
530MCall Options Held
22.3KPut Options Held
83.8K-
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