Journey Strategic Wealth LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Journey Strategic Wealth LLC
- $2.65 Billion
- Q4 2024
A detailed history of Journey Strategic Wealth LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 14,914 shares of VTEB stock, worth $749,130. This represents 0.03% of its overall portfolio holdings.
Number of Shares
14,914
Previous 14,469
3.08%
Holding current value
$749,130
Previous $739,000
1.08%
% of portfolio
0.03%
Previous 0.03%
Shares
9 transactions
Others Institutions Holding VTEB
# of Institutions
1,238Shares Held
510MCall Options Held
39.6KPut Options Held
53.8K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.75 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
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.04 Billion0.39% of portfolio