Regimen Wealth, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Regimen Wealth, LLC
- $288 Billion
- Q1 2024
A detailed history of Regimen Wealth, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Regimen Wealth, LLC holds 34,091 shares of VTEB stock, worth $1.72 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
34,091
Previous 33,917
0.51%
Holding current value
$1.72 Million
Previous $1.73 Billion
0.37%
% of portfolio
0.6%
Previous 0.66%
Shares
6 transactions
Others Institutions Holding VTEB
# of Institutions
1,106Shares Held
486MCall Options Held
26.8KPut Options Held
52.1K-
Jpmorgan Chase & CO New York, NY77MShares$3.88 Billion0.35% of portfolio
-
Northwestern Mutual Wealth Management CO34.6MShares$1.75 Billion1.8% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA29.5MShares$1.49 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