Executive Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Executive Wealth Management, LLC
- $1.15 Billion
- Q4 2024
A detailed history of Executive Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Executive Wealth Management, LLC holds 138,713 shares of VTEB stock, worth $6.97 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
138,713
Previous 132,041
5.05%
Holding current value
$6.97 Million
Previous $6.75 Million
3.02%
% of portfolio
0.6%
Previous 0.58%
Shares
19 transactions
Others Institutions Holding VTEB
# of Institutions
1,299Shares Held
530MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.95 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.69 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.64 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.26 Billion1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.04 Billion0.39% of portfolio