Ae Wealth Management LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Ae Wealth Management LLC
- $13.5 Billion
- Q3 2025
A detailed history of Ae Wealth Management LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Ae Wealth Management LLC holds 12,948 shares of VTEB stock, worth $650,895. This represents 0.0% of its overall portfolio holdings.
Number of Shares
12,948
Previous 10,931
18.45%
Holding current value
$650,895
Previous $535,000
21.12%
% of portfolio
0.0%
Previous 0.0%
Shares
26 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