Drive Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Drive Wealth Management, LLC
- $353 Million
- Q1 2024
A detailed history of Drive Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Drive Wealth Management, LLC holds 38,644 shares of VTEB stock, worth $1.95 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
38,644
Previous 37,360
3.44%
Holding current value
$1.95 Million
Previous $1.91 Million
2.52%
% of portfolio
0.55%
Previous 0.62%
Shares
8 transactions
Others Institutions Holding VTEB
# of Institutions
1,103Shares Held
486MCall Options Held
26.8KPut Options Held
52.1K-
Jpmorgan Chase & CO New York, NY77MShares$3.88 Billion0.35% of portfolio
-
Northwestern Mutual Wealth Management CO34.6MShares$1.75 Billion1.8% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA29.5MShares$1.49 Billion2.05% of portfolio
-
Wealthfront Advisers LLC28.4MShares$1.43 Billion5.03% of portfolio
-
Creative Planning Overland Park, KS24.8MShares$1.25 Billion1.39% of portfolio