Trinity Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Trinity Wealth Management, LLC
- $221 Million
- Q4 2024
A detailed history of Trinity Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Trinity Wealth Management, LLC holds 10,917 shares of VTEB stock, worth $553,055. This represents 0.25% of its overall portfolio holdings.
Number of Shares
10,917Holding current value
$553,055% of portfolio
0.25%Shares
1 transactions
Others Institutions Holding VTEB
# of Institutions
1,299Shares Held
530MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.99 Billion0.32% of portfolio
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Northwestern Mutual Wealth Management CO33.6MShares$1.7 Billion1.43% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.66 Billion0.31% of portfolio
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Creative Planning Overland Park, KS25.1MShares$1.27 Billion1.23% of portfolio
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Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.05 Billion0.39% of portfolio