Avid Wealth Partners LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Avid Wealth Partners LLC
- $201 Billion
- Q3 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 30,192 shares of VTEB stock, worth $1.52 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
30,192
Previous 53,861
43.94%
Holding current value
$1.52 Million
Previous $2.64 Billion
42.76%
% of portfolio
0.75%
Previous 1.51%
Shares
7 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