Diversify Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Diversify Wealth Management, LLC
- $1.62 Trillion
- Q2 2025
A detailed history of Diversify Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 5,691 shares of VTEB stock, worth $284,436. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,691Holding current value
$284,436% of portfolio
0.02%Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,332Shares Held
561MCall Options Held
124KPut Options Held
62.8K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.86 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO35.2MShares$1.76 Billion1.27% of portfolio
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Creative Planning Overland Park, KS26.9MShares$1.34 Billion1.13% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA24.7MShares$1.23 Billion0.22% of portfolio
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Morgan Stanley New York, NY23.3MShares$1.17 Billion0.08% of portfolio