Modera Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Modera Wealth Management, LLC
- $8.14 Billion
- Q4 2024
A detailed history of Modera Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Modera Wealth Management, LLC holds 677,339 shares of VTEB stock, worth $33.7 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
677,339
Previous 654,775
3.45%
Holding current value
$33.7 Million
Previous $33.5 Million
1.44%
% of portfolio
0.42%
Previous 0.43%
Shares
20 transactions
Others Institutions Holding VTEB
# of Institutions
1,300Shares Held
530MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.92 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.67 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.63 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.25 Billion1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.03 Billion0.39% of portfolio