Dynasty Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Dynasty Wealth Management, LLC
- $3.39 Trillion
- Q2 2024
A detailed history of Dynasty Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 98,469 shares of VTEB stock, worth $5.04 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
98,469
Previous 84,402
16.67%
Holding current value
$5.04 Million
Previous $4.27 Billion
15.54%
% of portfolio
0.15%
Previous 0.14%
Shares
2 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