Keyvantage Wealth, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Keyvantage Wealth, LLC
- $238 Billion
- Q3 2025
A detailed history of Keyvantage Wealth, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Keyvantage Wealth, LLC holds 14,430 shares of VTEB stock, worth $725,396. This represents 0.3% of its overall portfolio holdings.
Number of Shares
14,430
Previous 14,574
0.99%
Holding current value
$725,396
Previous $715 Million
1.11%
% of portfolio
0.3%
Previous 0.32%
Shares
4 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