Gen Trust, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Gen Trust, LLC
- $1.82 Billion
- Q2 2024
A detailed history of Gen Trust, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Gen Trust, LLC holds 600,381 shares of VTEB stock, worth $30.7 Million. This represents 1.65% of its overall portfolio holdings.
Number of Shares
600,381
Previous 355,639
68.82%
Holding current value
$30.7 Million
Previous $18 Million
67.19%
% of portfolio
1.65%
Previous 1.11%
Shares
11 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$3.82 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.62 Billion1.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.56 Billion0.3% of portfolio
-
Wealthfront Advisers LLC30MShares$1.53 Billion5.06% of portfolio
-
Creative Planning Overland Park, KS25.6MShares$1.31 Billion1.37% of portfolio