Boyd Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Boyd Wealth Management, LLC
- $197 Million
- Q3 2024
A detailed history of Boyd Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Boyd Wealth Management, LLC holds 27,967 shares of VTEB stock, worth $1.4 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
27,967
Previous 32,965
15.16%
Holding current value
$1.4 Million
Previous $1.65 Million
13.45%
% of portfolio
0.72%
Previous 0.91%
Shares
9 transactions
Others Institutions Holding VTEB
# of Institutions
1,176Shares Held
510MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.73 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.63 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