Keebeck Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Keebeck Wealth Management, LLC
- $667 Million
- Q3 2024
A detailed history of Keebeck Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Keebeck Wealth Management, LLC holds 191,301 shares of VTEB stock, worth $9.58 Million. This represents 1.47% of its overall portfolio holdings.
Number of Shares
191,301
Previous 211,417
9.51%
Holding current value
$9.58 Million
Previous $10.6 Million
7.69%
% of portfolio
1.47%
Previous 1.58%
Shares
5 transactions
Others Institutions Holding VTEB
# of Institutions
1,176Shares Held
510MCall 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$1.64 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