Lji Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Lji Wealth Management, LLC
- $574 Billion
- Q2 2025
A detailed history of Lji Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Lji Wealth Management, LLC holds 31,753 shares of VTEB stock, worth $1.54 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
31,753
Previous 25,319
25.41%
Holding current value
$1.54 Million
Previous $1.26 Billion
23.92%
% of portfolio
0.27%
Previous 0.25%
Shares
9 transactions
Others Institutions Holding VTEB
# of Institutions
1,338Shares Held
563MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.75 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$1.5 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.27 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio