Kestra Investment Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Kestra Investment Management, LLC
- $2.33 Trillion
- Q3 2024
A detailed history of Kestra Investment Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Kestra Investment Management, LLC holds 704,788 shares of VTEB stock, worth $35 Million. This represents 1.55% of its overall portfolio holdings.
Number of Shares
704,788
Previous 490,150
43.79%
Holding current value
$35 Million
Previous $24.6 Billion
46.69%
% of portfolio
1.55%
Previous 1.67%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,179Shares Held
510MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.71 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.62 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.57 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.57 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.24 Billion1.27% of portfolio