Kingsview Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Kingsview Wealth Management, LLC
- $5.76 Billion
- Q3 2025
A detailed history of Kingsview Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 74,191 shares of VTEB stock, worth $3.73 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
74,191
Previous 87,631
15.34%
Holding current value
$3.73 Million
Previous $4.3 Million
13.55%
% of portfolio
0.06%
Previous 0.08%
Shares
23 transactions
Others Institutions Holding VTEB
# of Institutions
1,372Shares Held
603MCall 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