Legacy Capital Wealth Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Legacy Capital Wealth Partners, LLC
- $381 Million
- Q2 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 11,835 shares of VTEB stock, worth $595,182. This represents 0.16% of its overall portfolio holdings.
Number of Shares
11,835Holding current value
$595,182% of portfolio
0.16%Shares
4 transactions
Others Institutions Holding VTEB
# of Institutions
1,153Shares Held
495MCall Options Held
21.1KPut Options Held
53.6K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.76 Billion0.33% of portfolio
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Northwestern Mutual Wealth Management CO31.7MShares$1.59 Billion1.57% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.54 Billion0.3% of portfolio
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Wealthfront Advisers LLC30MShares$1.51 Billion5.06% of portfolio
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Creative Planning Overland Park, KS25MShares$1.26 Billion1.27% of portfolio