Global Financial Private Client, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Global Financial Private Client, LLC
- $267 Billion
- Q4 2024
A detailed history of Global Financial Private Client, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Global Financial Private Client, LLC holds 5,968 shares of VTEB stock, worth $299,116. This represents 0.11% of its overall portfolio holdings.
Number of Shares
5,968
Previous 7,868
24.15%
Holding current value
$299,116
Previous $402 Million
25.62%
% of portfolio
0.11%
Previous 0.16%
Shares
9 transactions
Others Institutions Holding VTEB
# of Institutions
1,210Shares Held
513MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.74 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.64 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.58 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.58 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio