Kestra Investment Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Kestra Investment Management, LLC
- $2.54 Trillion
- Q4 2024
A detailed history of Kestra Investment Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Kestra Investment Management, LLC holds 767,016 shares of VTEB stock, worth $38.3 Million. This represents 1.51% of its overall portfolio holdings.
Number of Shares
767,016
Previous 704,788
8.83%
Holding current value
$38.3 Million
Previous $36 Billion
6.72%
% of portfolio
1.51%
Previous 1.55%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,301Shares Held
530MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.93 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.68 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.63 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.26 Billion1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.04 Billion0.39% of portfolio