Private Wealth Asset Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Private Wealth Asset Management, LLC
- $800 Million
- Q3 2025
A detailed history of Private Wealth Asset Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Private Wealth Asset Management, LLC holds 16,393 shares of VTEB stock, worth $824,076. This represents 0.1% of its overall portfolio holdings.
Number of Shares
16,393
Previous 16,141
1.56%
Holding current value
$824,076
Previous $791 Million
99.9%
% of portfolio
0.1%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,372Shares Held
602MCall Options Held
282KPut Options Held
56K-
Jpmorgan Chase & CO New York, NY99.1MShares$4.98 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO35.7MShares$1.8 Billion1.21% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.31 Billion1.01% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24MShares$1.21 Billion0.2% of portfolio
-
Morgan Stanley New York, NY23MShares$1.16 Billion0.07% of portfolio