Avid Wealth Partners LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Avid Wealth Partners LLC
- $141 Billion
- Q4 2024
A detailed history of Avid Wealth Partners LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Avid Wealth Partners LLC holds 54,363 shares of VTEB stock, worth $2.71 Million. This represents 1.94% of its overall portfolio holdings.
Number of Shares
54,363
Previous 55,600
2.22%
Holding current value
$2.71 Million
Previous $2.84 Billion
4.12%
% of portfolio
1.94%
Previous 2.01%
Shares
4 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