Genesis Private Wealth, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Genesis Private Wealth, LLC
- $189 Billion
- Q1 2025
A detailed history of Genesis Private Wealth, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Genesis Private Wealth, LLC holds 127,304 shares of VTEB stock, worth $6.21 Million. This represents 3.35% of its overall portfolio holdings.
Number of Shares
127,304
Previous 117,969
7.91%
Holding current value
$6.21 Million
Previous $5.91 Billion
6.81%
% of portfolio
3.35%
Previous 3.26%
Shares
2 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