Journey Strategic Wealth LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Journey Strategic Wealth LLC
- $2.25 Billion
- Q1 2024
A detailed history of Journey Strategic Wealth LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 14,490 shares of VTEB stock, worth $725,514. This represents 0.03% of its overall portfolio holdings.
Number of Shares
14,490
Previous 14,903
2.77%
Holding current value
$725,514
Previous $760,000
3.55%
% of portfolio
0.03%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding VTEB
# of Institutions
1,103Shares Held
484MCall Options Held
26.8KPut Options Held
86.9K-
Jpmorgan Chase & CO New York, NY77MShares$3.86 Billion0.35% of portfolio
-
Northwestern Mutual Wealth Management CO34.6MShares$1.73 Billion1.8% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA29.5MShares$1.48 Billion2.05% of portfolio
-
Wealthfront Advisers LLC28.4MShares$1.42 Billion5.03% of portfolio
-
Creative Planning Overland Park, KS24.8MShares$1.24 Billion1.39% of portfolio