Private Client Services, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Private Client Services, LLC
- $186 Billion
- Q3 2024
A detailed history of Private Client Services, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Private Client Services, LLC holds 16,545 shares of VTEB stock, worth $836,018. This represents 0.45% of its overall portfolio holdings.
Number of Shares
16,545
Previous 9,485
74.43%
Holding current value
$836,018
Previous $475 Million
77.95%
% of portfolio
0.45%
Previous 0.3%
Shares
4 transactions
Others Institutions Holding VTEB
# of Institutions
1,175Shares Held
508MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.77 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.65 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.59 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.59 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.26 Billion1.27% of portfolio