Conscious Wealth Investments, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Conscious Wealth Investments, LLC
- $147 Billion
- Q4 2024
A detailed history of Conscious Wealth Investments, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Conscious Wealth Investments, LLC holds 12,835 shares of VTEB stock, worth $645,600. This represents 0.43% of its overall portfolio holdings.
Number of Shares
12,835
Previous 16,070
20.13%
Holding current value
$645,600
Previous $806 Million
20.51%
% of portfolio
0.43%
Previous 0.55%
Shares
5 transactions
Others Institutions Holding VTEB
# of Institutions
1,229Shares Held
539MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.76 Billion0.31% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.64 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.64 Billion1.49% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.59 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.26 Billion1.27% of portfolio