Prestige Wealth Management Group LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Prestige Wealth Management Group LLC
- $443 Million
- Q1 2024
A detailed history of Prestige Wealth Management Group LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Prestige Wealth Management Group LLC holds 67,963 shares of VTEB stock, worth $3.42 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
67,963
Previous 66,717
1.87%
Holding current value
$3.42 Million
Previous $3.41 Million
0.97%
% of portfolio
0.78%
Previous 0.81%
Shares
21 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
-
Northwestern Mutual Wealth Management CO34.6MShares$1.74 Billion1.8% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA29.5MShares$1.48 Billion2.05% of portfolio
-
Wealthfront Advisers LLC28.4MShares$1.43 Billion5.03% of portfolio
-
Creative Planning Overland Park, KS24.8MShares$1.25 Billion1.39% of portfolio