Connectus Wealth, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Connectus Wealth, LLC
- $4.37 Billion
- Q1 2024
A detailed history of Connectus Wealth, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Connectus Wealth, LLC holds 47,921 shares of VTEB stock, worth $2.43 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
47,921
Previous 53,419
10.29%
Holding current value
$2.43 Million
Previous $2.73 Million
11.11%
% of portfolio
0.06%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,299Shares Held
530MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.99 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.7 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.66 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.27 Billion1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.05 Billion0.39% of portfolio