Ci Private Wealth, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Ci Private Wealth, LLC
- $59.6 Billion
- Q1 2025
A detailed history of Ci Private Wealth, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Ci Private Wealth, LLC holds 3,946,116 shares of VTEB stock, worth $193 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
3,946,116
Previous 3,806,985
3.65%
Holding current value
$193 Million
Previous $191 Million
2.6%
% of portfolio
0.33%
Previous 0.29%
Shares
10 transactions
Others Institutions Holding VTEB
# of Institutions
1,329Shares Held
563MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.77 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