Keystone Wealth Services, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Keystone Wealth Services, LLC
- $418 Million
- Q3 2025
A detailed history of Keystone Wealth Services, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 13,777 shares of VTEB stock, worth $692,569. This represents 0.17% of its overall portfolio holdings.
Number of Shares
13,777
Previous 13,804
0.2%
Holding current value
$692,569
Previous $676,000
1.92%
% of portfolio
0.17%
Previous 0.18%
Shares
5 transactions
Others Institutions Holding VTEB
# of Institutions
1,372Shares Held
602MCall 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