Lji Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Lji Wealth Management, LLC
- $573 Billion
- Q3 2025
A detailed history of Lji Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Lji Wealth Management, LLC holds 28,882 shares of VTEB stock, worth $1.45 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
28,882
Previous 31,753
9.04%
Holding current value
$1.45 Million
Previous $1.56 Billion
7.11%
% of portfolio
0.25%
Previous 0.27%
Shares
10 transactions
Others Institutions Holding VTEB
# of Institutions
1,379Shares Held
605MCall 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