Dynasty Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Dynasty Wealth Management, LLC
- $5.87 Trillion
- Q2 2025
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 114,975 shares of VTEB stock, worth $5.62 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
114,975
Previous 112,095
2.57%
Holding current value
$5.62 Million
Previous $5.56 Billion
1.35%
% of portfolio
0.1%
Previous 0.09%
Shares
6 transactions
Others Institutions Holding VTEB
# of Institutions
1,325Shares Held
560MCall Options Held
116KPut Options Held
422K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.78 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO35.2MShares$1.72 Billion1.27% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.31 Billion1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24.7MShares$1.2 Billion0.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio