Private Client Services, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Private Client Services, LLC
- $186 Billion
- Q3 2024
A detailed history of Private Client Services, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Private Client Services, LLC holds 16,545 shares of VTEB stock, worth $834,860. This represents 0.45% of its overall portfolio holdings.
Number of Shares
16,545
Previous 9,485
74.43%
Holding current value
$834,860
Previous $475 Million
77.95%
% of portfolio
0.45%
Previous 0.3%
Shares
4 transactions
Others Institutions Holding VTEB
# of Institutions
1,161Shares Held
496MCall Options Held
21.1KPut Options Held
53.6K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.77 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.6 Billion1.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.54 Billion0.3% of portfolio
-
Wealthfront Advisers LLC30MShares$1.51 Billion5.06% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.26 Billion1.27% of portfolio