Dynasty Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Dynasty Wealth Management, LLC
- $3.31 Trillion
- Q3 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 101,021 shares of VTEB stock, worth $5.11 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
101,021
Previous 98,469
2.59%
Holding current value
$5.11 Million
Previous $4.93 Billion
4.66%
% of portfolio
0.16%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,175Shares Held
508MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.78 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.65 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.6 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.6 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.26 Billion1.27% of portfolio