Forth Right Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Forth Right Wealth Management, LLC
- $286 Million
- Q1 2025
A detailed history of Forth Right Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Forth Right Wealth Management, LLC holds 149,160 shares of VTEB stock, worth $7.3 Million. This represents 2.58% of its overall portfolio holdings.
Number of Shares
149,160
Previous 148,655
0.34%
Holding current value
$7.3 Million
Previous $7.45 Million
0.85%
% of portfolio
2.58%
Previous 2.59%
Shares
19 transactions
Others Institutions Holding VTEB
# of Institutions
1,331Shares Held
563MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.78 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.69 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.28 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.13 Billion0.08% of portfolio