Leo Wealth, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Leo Wealth, LLC
- $1.09 Trillion
- Q3 2024
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 12,356 shares of VTEB stock, worth $618,912. This represents 0.06% of its overall portfolio holdings.
Number of Shares
12,356
Previous 22,922
46.1%
Holding current value
$618,912
Previous $1.15 Billion
45.0%
% of portfolio
0.06%
Previous 0.12%
Shares
4 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$3.74 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.64 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