Icon Wealth Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Icon Wealth Partners, LLC
- $878 Million
- Q3 2023
A detailed history of Icon Wealth Partners, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 12,746 shares of VTEB stock, worth $639,721. This represents 0.07% of its overall portfolio holdings.
Number of Shares
12,746
Previous 12,550
1.56%
Holding current value
$639,721
Previous $630,000
2.7%
% of portfolio
0.07%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,286Shares Held
542MCall Options Held
34.6KPut Options Held
62.2K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.95 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$1.64 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.26 Billion1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.04 Billion0.39% of portfolio