Summit Wealth Group, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Summit Wealth Group, LLC
- $345 Million
- Q4 2024
A detailed history of Summit Wealth Group, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Summit Wealth Group, LLC holds 154,084 shares of VTEB stock, worth $7.66 Million. This represents 2.24% of its overall portfolio holdings.
Number of Shares
154,084
Previous 80,830
90.63%
Holding current value
$7.66 Million
Previous $4.13 Million
86.93%
% of portfolio
2.24%
Previous 1.19%
Shares
11 transactions
Others Institutions Holding VTEB
# of Institutions
1,300Shares Held
530MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.91 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$1.25 Billion1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.03 Billion0.39% of portfolio