Marcum Wealth, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Marcum Wealth, LLC
- $988 Million
- Q2 2024
A detailed history of Marcum Wealth, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Marcum Wealth, LLC holds 57,536 shares of VTEB stock, worth $2.92 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
57,536
Previous 41,581
38.37%
Holding current value
$2.92 Million
Previous $2.1 Million
37.09%
% of portfolio
0.29%
Previous 0.22%
Shares
14 transactions
Others Institutions Holding VTEB
# of Institutions
1,141Shares Held
493MCall Options Held
21.1KPut Options Held
21.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.8 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.61 Billion1.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.55 Billion0.3% of portfolio
-
Wealthfront Advisers LLC30MShares$1.52 Billion5.06% of portfolio
-
Creative Planning Overland Park, KS25.6MShares$1.3 Billion1.37% of portfolio