Legacy Capital Wealth Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Legacy Capital Wealth Partners, LLC
- $463 Million
- Q3 2025
A detailed history of Legacy Capital Wealth Partners, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 5,768 shares of VTEB stock, worth $289,957. This represents 0.06% of its overall portfolio holdings.
Number of Shares
5,768
Previous 14,426
60.02%
Holding current value
$289,957
Previous $707,000
59.26%
% of portfolio
0.06%
Previous 0.16%
Shares
9 transactions
Others Institutions Holding VTEB
# of Institutions
1,371Shares 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