Catalytic Wealth Ria, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Catalytic Wealth Ria, LLC
- $3.04 Trillion
- Q3 2025
A detailed history of Catalytic Wealth Ria, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Catalytic Wealth Ria, LLC holds 7,659 shares of VTEB stock, worth $385,017. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,659
Previous 8,313
7.87%
Holding current value
$385,017
Previous $408 Million
5.91%
% of portfolio
0.01%
Previous 0.03%
Shares
5 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
-
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