Forum Private Client Group LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Forum Private Client Group LLC
- $210 Billion
- Q2 2024
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 20,206 shares of VTEB stock, worth $1.03 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
20,206
Previous 15,753
28.27%
Holding current value
$1.03 Million
Previous $797 Million
27.03%
% of portfolio
0.48%
Previous 0.39%
Shares
7 transactions
Others Institutions Holding VTEB
# of Institutions
1,142Shares Held
493MCall Options Held
21.1KPut Options Held
21.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.8 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.61 Billion1.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.55 Billion0.3% of portfolio
-
Wealthfront Advisers LLC30MShares$1.52 Billion5.06% of portfolio
-
Creative Planning Overland Park, KS25.6MShares$1.3 Billion1.37% of portfolio