Marcum Wealth, LLC Vanguard Mun Bd Fds Tax Exempt Call Options Transaction History

Marcum Wealth, LLC

$1.14 Billion
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding VTEB

# of Institutions

1,323

Shares Held

560M

Call Options Held

124K

Put Options Held

62.8K

Jpmorgan Chase & CO New York, NY

77.3M
Shares

$3.78 Billion
0.3% of portfolio
Northwestern Mutual Wealth Management CO

35.2M
Shares

$1.72 Billion
1.27% of portfolio
Creative Planning Overland Park, KS

26.9M
Shares

$1.31 Billion
1.13% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

24.7M
Shares

$1.2 Billion
0.22% of portfolio
Morgan Stanley New York, NY

23M
Shares

$1.12 Billion
0.08% of portfolio

About VANGUARD MUN BD FDS TAX-EXEMPT

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