Forum Private Client Group LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Forum Private Client Group LLC
- $259 Billion
- Q2 2025
A detailed history of Forum Private Client Group LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Forum Private Client Group LLC holds 28,967 shares of VTEB stock, worth $1.45 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
28,967
Previous 25,333
14.34%
Holding current value
$1.45 Million
Previous $1.26 Billion
12.98%
% of portfolio
0.55%
Previous 0.55%
Shares
11 transactions
Others Institutions Holding VTEB
# of Institutions
1,332Shares Held
561MCall Options Held
124KPut Options Held
62.8K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.86 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO35.2MShares$1.76 Billion1.27% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.34 Billion1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24.7MShares$1.23 Billion0.22% of portfolio
-
Morgan Stanley New York, NY23.3MShares$1.17 Billion0.08% of portfolio