Wcg Wealth Advisors LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Wcg Wealth Advisors LLC
- $1.35 Billion
- Q2 2024
Shares
7 transactions
Others Institutions Holding VTEB
# of Institutions
1,142Shares Held
493MCall Options Held
21.1KPut Options Held
21.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.82 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.62 Billion1.57% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.56 Billion0.3% of portfolio
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Wealthfront Advisers LLC30MShares$1.53 Billion5.06% of portfolio
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Creative Planning Overland Park, KS25.6MShares$1.31 Billion1.37% of portfolio