Forum Private Client Group LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Forum Private Client Group LLC
- $230 Billion
- Q1 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 25,333 shares of VTEB stock, worth $1.24 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
25,333
Previous 23,249
8.96%
Holding current value
$1.24 Million
Previous $1.13 Billion
11.31%
% of portfolio
0.55%
Previous 0.5%
Shares
10 transactions
Others Institutions Holding VTEB
# of Institutions
1,330Shares Held
563MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.77 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.68 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$1.12 Billion0.08% of portfolio