U.S. Capital Wealth Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
U.S. Capital Wealth Advisors, LLC
- $3.03 Billion
- Q4 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 17,579 shares of VTEB stock, worth $874,906. This represents 0.03% of its overall portfolio holdings.
Number of Shares
17,579
Previous 9,446
86.1%
Holding current value
$874,906
Previous $482,000
82.78%
% of portfolio
0.03%
Previous 0.02%
Shares
12 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