Presilium Private Wealth, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Presilium Private Wealth, LLC
- $434 Billion
- Q3 2024
A detailed history of Presilium Private Wealth, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Presilium Private Wealth, LLC holds 20,854 shares of VTEB stock, worth $1.04 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
20,854
Previous 18,906
10.3%
Holding current value
$1.04 Million
Previous $947 Million
12.53%
% of portfolio
0.25%
Previous 0.24%
Shares
4 transactions
Others Institutions Holding VTEB
# of Institutions
1,177Shares Held
510MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.73 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.63 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.58 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.58 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio