Insight Wealth Strategies, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Insight Wealth Strategies, LLC
- $699 Million
- Q2 2024
A detailed history of Insight Wealth Strategies, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 67,604 shares of VTEB stock, worth $3.46 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
67,604
Previous 61,660
9.64%
Holding current value
$3.46 Million
Previous $3.12 Million
8.59%
% of portfolio
0.48%
Previous 0.46%
Shares
10 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