Dynasty Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Dynasty Wealth Management, LLC
- $7.49 Trillion
- Q3 2025
A detailed history of Dynasty Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 5,335 shares of VTEB stock, worth $268,190. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,335
Previous 114,975
95.36%
Holding current value
$268,190
Previous $5.64 Billion
95.26%
% of portfolio
0.0%
Previous 0.1%
Shares
7 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