Melone Private Wealth, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Melone Private Wealth, LLC
- $193 Million
- Q4 2024
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,251Shares Held
532MCall Options Held
39.6KPut Options Held
53.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.93 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.68 Billion1.43% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.63 Billion0.31% of portfolio
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Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio
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Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.04 Billion0.39% of portfolio