Regimen Wealth, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Regimen Wealth, LLC
- $309 Billion
- Q3 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 34,626 shares of VTEB stock, worth $1.75 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
34,626
Previous 34,357
0.78%
Holding current value
$1.75 Million
Previous $1.72 Billion
2.81%
% of portfolio
0.57%
Previous 0.59%
Shares
8 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$3.78 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$1.6 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.6 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.26 Billion1.27% of portfolio