Curio Wealth, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Curio Wealth, LLC

$186 Billion
Q4 2024

A detailed history of Curio Wealth, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Curio Wealth, LLC holds 280 shares of VTEB stock, worth $14,064. This represents 0.01% of its overall portfolio holdings.

Number of Shares

280

Holding current value

$14,064

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$49.79 - $51.14 $13,941 - $14,319	280 New	280 $14 Million

Others Institutions Holding VTEB

# of Institutions

1,242

Shares Held

510M

Call Options Held

39.6K

Put Options Held

53.8K

Jpmorgan Chase & CO New York, NY

74.7M
Shares

$3.75 Billion
0.31% of portfolio
Northwestern Mutual Wealth Management CO

33.6M
Shares

$1.69 Billion
1.43% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

32.7M
Shares

$1.64 Billion
0.31% of portfolio
Creative Planning Overland Park, KS

25M
Shares

$1.25 Billion
1.27% of portfolio
Raymond James Financial Inc St. Petersburg, FL

20.8M
Shares

$1.04 Billion
0.39% of portfolio

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

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