Aspen Wealth Strategies, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Aspen Wealth Strategies, LLC
- $156 Billion
- Q4 2024
A detailed history of Aspen Wealth Strategies, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Aspen Wealth Strategies, LLC holds 10,351 shares of VTEB stock, worth $521,276. This represents 0.33% of its overall portfolio holdings.
Number of Shares
10,351
Previous 10,256
0.93%
Holding current value
$521,276
Previous $524 Million
1.03%
% of portfolio
0.33%
Previous 0.34%
Shares
9 transactions
Others Institutions Holding VTEB
# of Institutions
1,294Shares Held
546MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.96 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.69 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.65 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.27 Billion1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.05 Billion0.39% of portfolio