Sea Crest Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Sea Crest Wealth Management, LLC
- $852 Million
- Q1 2025
A detailed history of Sea Crest Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 4,549 shares of VTEB stock, worth $225,357. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,549
Previous 4,943
7.97%
Holding current value
$225,357
Previous $247,000
8.91%
% of portfolio
0.03%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding VTEB
# of Institutions
1,304Shares Held
555MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.9 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.67 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.62 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.24 Billion1.23% of portfolio
-
Wealthfront Advisers LLC24.5MShares$1.21 Billion3.61% of portfolio