Icapital Wealth LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Icapital Wealth LLC
- $175 Million
- Q3 2025
A detailed history of Icapital Wealth LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Icapital Wealth LLC holds 5,738 shares of VTEB stock, worth $288,449. This represents 0.16% of its overall portfolio holdings.
Number of Shares
5,738
Previous 5,690
0.84%
Holding current value
$288,449
Previous $278,000
3.24%
% of portfolio
0.16%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,372Shares Held
603MCall 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