Leo Wealth, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Leo Wealth, LLC
- $1.38 Trillion
- Q4 2025
A detailed history of Leo Wealth, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Leo Wealth, LLC holds 22,259 shares of VTEB stock, worth $1.12 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
22,259
Previous 12,757
74.48%
Holding current value
$1.12 Million
Previous $639 Million
75.26%
% of portfolio
0.08%
Previous 0.08%
Shares
9 transactions
Others Institutions Holding VTEB
# of Institutions
1,379Shares Held
606MCall Options Held
282KPut Options Held
56K-
Jpmorgan Chase & CO New York, NY99.1MShares$4.98 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO35.7MShares$1.8 Billion1.21% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.31 Billion1.01% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24MShares$1.21 Billion0.2% of portfolio
-
Morgan Stanley New York, NY23MShares$1.16 Billion0.07% of portfolio