Kestra Private Wealth Services, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Kestra Private Wealth Services, LLC
- $7.43 Billion
- Q4 2025
A detailed history of Kestra Private Wealth Services, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 219,607 shares of VTEB stock, worth $11 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
219,607
Previous 203,583
7.87%
Holding current value
$11 Million
Previous $10.2 Million
8.3%
% of portfolio
0.15%
Previous 0.14%
Shares
12 transactions
Others Institutions Holding VTEB
# of Institutions
1,378Shares Held
606MCall 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