Geo Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Geo Wealth Management, LLC
- $2.4 Billion
- Q2 2025
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 1,594,827 shares of VTEB stock, worth $80.3 Million. This represents 3.26% of its overall portfolio holdings.
Number of Shares
1,594,827
Previous 1,704,735
6.45%
Holding current value
$80.3 Million
Previous $84.6 Million
7.56%
% of portfolio
3.26%
Previous 3.63%
Shares
11 transactions
Others Institutions Holding VTEB
# of Institutions
1,346Shares Held
563MCall Options Held
124KPut Options Held
57.8K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.89 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO35.2MShares$1.77 Billion1.27% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.35 Billion1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24.7MShares$1.24 Billion0.22% of portfolio
-
Morgan Stanley New York, NY23.3MShares$1.17 Billion0.08% of portfolio