Legacy Capital Wealth Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Legacy Capital Wealth Partners, LLC
- $574 Million
- Q3 2024
A detailed history of Legacy Capital Wealth Partners, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 11,947 shares of VTEB stock, worth $596,991. This represents 0.11% of its overall portfolio holdings.
Number of Shares
11,947
Previous 11,835
0.95%
Holding current value
$596,991
Previous $593,000
2.87%
% of portfolio
0.11%
Previous 0.16%
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$3.73 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