Avid Wealth Partners LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Avid Wealth Partners LLC
- $129 Billion
- Q2 2024
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 55,988 shares of VTEB stock, worth $2.82 Million. This represents 2.18% of its overall portfolio holdings.
Number of Shares
55,988
Previous 8,823
534.57%
Holding current value
$2.82 Million
Previous $446 Million
528.42%
% of portfolio
2.18%
Previous 0.36%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,152Shares Held
495MCall Options Held
21.1KPut Options Held
53.6K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.76 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.6 Billion1.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.54 Billion0.3% of portfolio
-
Wealthfront Advisers LLC30MShares$1.51 Billion5.06% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.26 Billion1.27% of portfolio