Modern Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Modern Wealth Management, LLC
- $2.86 Trillion
- Q4 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 36,072 shares of VTEB stock, worth $1.81 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
36,072
Previous 17,561
105.41%
Holding current value
$1.81 Million
Previous $898 Million
101.88%
% of portfolio
0.06%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding VTEB
# of Institutions
1,299Shares Held
530MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.95 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.69 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.64 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.26 Billion1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.04 Billion0.39% of portfolio