Connectus Wealth, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Connectus Wealth, LLC
- $4.37 Billion
- Q1 2024
A detailed history of Connectus Wealth, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Connectus Wealth, LLC holds 47,921 shares of VTEB stock, worth $2.45 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
47,921
Previous 53,419
10.29%
Holding current value
$2.45 Million
Previous $2.73 Million
11.11%
% of portfolio
0.06%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,142Shares Held
493MCall Options Held
21.1KPut Options Held
21.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.82 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.62 Billion1.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.56 Billion0.3% of portfolio
-
Wealthfront Advisers LLC30MShares$1.53 Billion5.06% of portfolio
-
Creative Planning Overland Park, KS25.6MShares$1.31 Billion1.37% of portfolio