Journey Strategic Wealth LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Journey Strategic Wealth LLC
- $2.71 Billion
- Q3 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 14,469 shares of VTEB stock, worth $723,884. This represents 0.03% of its overall portfolio holdings.
Number of Shares
14,469
Previous 14,378
0.63%
Holding current value
$723,884
Previous $720,000
2.64%
% of portfolio
0.03%
Previous 0.03%
Shares
8 transactions
Others Institutions Holding VTEB
# of Institutions
1,185Shares Held
511MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.74 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.63 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.58 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.58 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio