Fiduciary Wealth Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Fiduciary Wealth Partners, LLC
- $244 Billion
- Q4 2025
A detailed history of Fiduciary Wealth Partners, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Fiduciary Wealth Partners, LLC holds 78,588 shares of VTEB stock, worth $3.95 Million. This represents 1.62% of its overall portfolio holdings.
Number of Shares
78,588
Previous 52,988
48.31%
Holding current value
$3.95 Million
Previous $2.65 Billion
48.96%
% of portfolio
1.62%
Previous 1.11%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,376Shares Held
605MCall 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