Avid Wealth Partners LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Avid Wealth Partners LLC
- $147 Billion
- Q1 2025
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 43,931 shares of VTEB stock, worth $2.13 Million. This represents 1.48% of its overall portfolio holdings.
Number of Shares
43,931
Previous 54,363
19.19%
Holding current value
$2.13 Million
Previous $2.73 Billion
20.01%
% of portfolio
1.48%
Previous 1.94%
Shares
5 transactions
Others Institutions Holding VTEB
# of Institutions
1,307Shares Held
556MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.81 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.63 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.58 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.22 Billion1.23% of portfolio
-
Wealthfront Advisers LLC24.5MShares$1.19 Billion3.61% of portfolio