Modern Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Modern Wealth Management, LLC
- $1.11 Trillion
- Q1 2024
A detailed history of Modern Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Modern Wealth Management, LLC holds 5,247 shares of VTEB stock, worth $263,766. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,247Holding current value
$263,766% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding VTEB
# of Institutions
1,104Shares Held
484MCall Options Held
26.8KPut Options Held
86.9K-
Jpmorgan Chase & CO New York, NY77MShares$3.87 Billion0.35% of portfolio
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Northwestern Mutual Wealth Management CO34.6MShares$1.74 Billion1.8% of portfolio
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Charles Schwab Investment Advisory, Inc. San Francisco, CA29.5MShares$1.48 Billion2.05% of portfolio
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Wealthfront Advisers LLC28.4MShares$1.43 Billion5.03% of portfolio
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Creative Planning Overland Park, KS24.8MShares$1.25 Billion1.39% of portfolio