Accurate Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Accurate Wealth Management, LLC
- $663 Million
- Q3 2025
A detailed history of Accurate Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 11,894 shares of VTEB stock, worth $597,911. This represents 0.09% of its overall portfolio holdings.
Number of Shares
11,894
Previous 12,482
4.71%
Holding current value
$597,911
Previous $611,000
2.62%
% of portfolio
0.09%
Previous 0.11%
Shares
11 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