U.S. Capital Wealth Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
U.S. Capital Wealth Advisors, LLC
- $2.65 Billion
- Q3 2024
A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 9,446 shares of VTEB stock, worth $472,016. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,446
Previous 10,338
8.63%
Holding current value
$472,016
Previous $518,000
6.95%
% of portfolio
0.02%
Previous 0.02%
Shares
11 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