Aprio Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Aprio Wealth Management, LLC
- $902 Million
- Q3 2025
A detailed history of Aprio Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 171,979 shares of VTEB stock, worth $8.65 Million. This represents 0.95% of its overall portfolio holdings.
Number of Shares
171,979
Previous 202,390
15.03%
Holding current value
$8.65 Million
Previous $9.92 Million
13.23%
% of portfolio
0.95%
Previous 1.23%
Shares
10 transactions
Others Institutions Holding VTEB
# of Institutions
1,372Shares Held
603MCall 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