Duncan Williams Asset Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Duncan Williams Asset Management, LLC
- $355 Billion
- Q3 2025
A detailed history of Duncan Williams Asset Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Duncan Williams Asset Management, LLC holds 5,175 shares of VTEB stock, worth $260,147. This represents 0.07% of its overall portfolio holdings.
Number of Shares
5,175Holding current value
$260,147% of portfolio
0.07%Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,372Shares Held
602MCall 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
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Creative Planning Overland Park, KS26.1MShares$1.31 Billion1.01% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA24MShares$1.21 Billion0.2% of portfolio
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Morgan Stanley New York, NY23MShares$1.16 Billion0.07% of portfolio