Geo Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Geo Wealth Management, LLC
- $2.2 Billion
- Q2 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 1,635,632 shares of VTEB stock, worth $83.7 Million. This represents 3.73% of its overall portfolio holdings.
Number of Shares
1,635,632
Previous 1,558,450
4.95%
Holding current value
$83.7 Million
Previous $78.9 Million
3.94%
% of portfolio
3.73%
Previous 3.18%
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$3.82 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