Geo Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Geo Wealth Management, LLC
- $2.92 Billion
- Q4 2024
A detailed history of Geo Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Geo Wealth Management, LLC holds 1,935,172 shares of VTEB stock, worth $97.5 Million. This represents 3.33% of its overall portfolio holdings.
Number of Shares
1,935,172
Previous 1,754,947
10.27%
Holding current value
$97.5 Million
Previous $89.7 Million
8.13%
% of portfolio
3.33%
Previous 3.29%
Shares
9 transactions
Others Institutions Holding VTEB
# of Institutions
1,294Shares Held
546MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.96 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.69 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.65 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.27 Billion1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.05 Billion0.39% of portfolio