Kovitz Investment Group Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Kovitz Investment Group Partners, LLC
- $15 Billion
- Q3 2024
A detailed history of Kovitz Investment Group Partners, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 36,546 shares of VTEB stock, worth $1.85 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
36,546
Previous 251,000
85.44%
Holding current value
$1.85 Million
Previous $12.6 Million
85.15%
% of portfolio
0.01%
Previous 0.12%
Shares
7 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$3.77 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.65 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.59 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.59 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.26 Billion1.27% of portfolio