Genesis Private Wealth, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Genesis Private Wealth, LLC
- $181 Billion
- Q4 2024
A detailed history of Genesis Private Wealth, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Genesis Private Wealth, LLC holds 117,969 shares of VTEB stock, worth $5.87 Million. This represents 3.26% of its overall portfolio holdings.
Number of Shares
117,969Holding current value
$5.87 Million% of portfolio
3.26%Shares
1 transactions
Others Institutions Holding VTEB
# of Institutions
1,185Shares Held
511MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.72 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.63 Billion1.49% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.57 Billion0.31% of portfolio
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Wealthfront Advisers LLC31.5MShares$1.57 Billion5.01% of portfolio
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Creative Planning Overland Park, KS25MShares$1.24 Billion1.27% of portfolio