Genesis Private Wealth, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Genesis Private Wealth, LLC
- $322 Billion
- Q4 2025
A detailed history of Genesis Private Wealth, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Genesis Private Wealth, LLC holds 147,562 shares of VTEB stock, worth $7.42 Million. This represents 2.3% of its overall portfolio holdings.
Number of Shares
147,562
Previous 146,182
0.94%
Holding current value
$7.42 Million
Previous $7.32 Billion
1.39%
% of portfolio
2.3%
Previous 3.08%
Shares
5 transactions
Others Institutions Holding VTEB
# of Institutions
1,375Shares Held
604MCall Options Held
282KPut Options Held
56K-
Jpmorgan Chase & CO New York, NY99.1MShares$4.98 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO35.7MShares$1.8 Billion1.21% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.31 Billion1.01% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24MShares$1.21 Billion0.2% of portfolio
-
Morgan Stanley New York, NY23MShares$1.16 Billion0.07% of portfolio