Intergy Private Wealth, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Intergy Private Wealth, LLC
- $240 Million
- Q2 2024
A detailed history of Intergy Private Wealth, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Intergy Private Wealth, LLC holds 29,710 shares of VTEB stock, worth $1.51 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
29,710
Previous 30,783
3.49%
Holding current value
$1.51 Million
Previous $1.56 Million
4.43%
% of portfolio
0.62%
Previous 0.64%
Shares
5 transactions
Others Institutions Holding VTEB
# of Institutions
1,141Shares Held
493MCall Options Held
21.1KPut Options Held
21.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.8 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.61 Billion1.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.55 Billion0.3% of portfolio
-
Wealthfront Advisers LLC30MShares$1.52 Billion5.06% of portfolio
-
Creative Planning Overland Park, KS25.6MShares$1.3 Billion1.37% of portfolio