Icon Wealth Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Icon Wealth Partners, LLC
- $878 Million
- Q3 2023
A detailed history of Icon Wealth Partners, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 12,746 shares of VTEB stock, worth $636,790. This represents 0.07% of its overall portfolio holdings.
Number of Shares
12,746
Previous 12,550
1.56%
Holding current value
$636,790
Previous $630,000
2.7%
% of portfolio
0.07%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,177Shares Held
510MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.73 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.63 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.58 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.58 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio