Executive Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Executive Wealth Management, LLC
- $1.09 Billion
- Q1 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 104,003 shares of VTEB stock, worth $5.23 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
104,003
Previous 126,092
17.52%
Holding current value
$5.23 Million
Previous $6.44 Million
18.24%
% of portfolio
0.48%
Previous 0.63%
Shares
17 transactions
Others Institutions Holding VTEB
# of Institutions
1,104Shares Held
484MCall Options Held
26.8KPut Options Held
86.9K-
Jpmorgan Chase & CO New York, NY77MShares$3.87 Billion0.35% of portfolio
-
Northwestern Mutual Wealth Management CO34.6MShares$1.74 Billion1.8% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA29.5MShares$1.48 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