Lumature Wealth Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Lumature Wealth Partners, LLC

$168 Million
Q2 2023

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 10, 2022	SELL	$48.11 - $51.14 $136,872 - $145,493	-2,845 Reduced 29.31%	6,860 $330,000
Q2 2022 Aug 10, 2022	SELL	$49.13 - $51.51 $42,251 - $44,298	-860 Reduced 8.14%	9,705 $484,000
Q1 2022 May 13, 2022	SELL	$51.44 - $54.88 $276,490 - $294,980	-5,375 Reduced 33.72%	10,565 $545,000
Q4 2021 Feb 10, 2022	SELL	$54.5 - $55.03 $338,227 - $341,516	-6,206 Reduced 28.02%	15,940 $875,000
Q3 2021 Oct 29, 2021	SELL	$54.77 - $55.59 $1.44 Million - $1.46 Million	-26,350 Reduced 54.33%	22,146 $1.21 Million
Q2 2021 Aug 10, 2021	BUY	$54.58 - $55.46 $2,729 - $2,773	50 Added 0.1%	48,496 $2.68 Million
Q1 2021 May 11, 2021	BUY	$54.36 - $55.51 $2.63 Million - $2.69 Million	48,446 New	48,446 $2.65 Million

Others Institutions Holding VTEB

# of Institutions

1,175

Shares Held

508M

Call Options Held

39.6K

Put Options Held

85.7K

Jpmorgan Chase & CO New York, NY

74.7M
Shares

$3.78 Billion
0.31% of portfolio
Northwestern Mutual Wealth Management CO

32.7M
Shares

$1.65 Billion
1.49% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

31.6M
Shares

$1.6 Billion
0.31% of portfolio
Wealthfront Advisers LLC

31.5M
Shares

$1.6 Billion
5.01% of portfolio
Creative Planning Overland Park, KS

25M
Shares

$1.26 Billion
1.27% of portfolio

About VANGUARD MUN BD FDS TAX-EXEMPT

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