Litman Gregory Wealth Management LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Litman Gregory Wealth Management LLC
- $1.16 Billion
- Q1 2025
A detailed history of Litman Gregory Wealth Management LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 7,084 shares of VTEB stock, worth $345,699. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,084
Previous 7,084
-0.0%
Holding current value
$345,699
Previous $355,000
1.13%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding VTEB
# of Institutions
1,329Shares Held
563MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.77 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.68 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.28 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio