Independent Wealth Network Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Independent Wealth Network Inc.
- $304 Million
- Q4 2025
A detailed history of Independent Wealth Network Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Independent Wealth Network Inc. holds 5,931 shares of VTEB stock, worth $298,151. This represents 0.1% of its overall portfolio holdings.
Number of Shares
5,931
Previous 7,498
20.9%
Holding current value
$298,151
Previous $375,000
20.53%
% of portfolio
0.1%
Previous 0.13%
Shares
16 transactions
Others Institutions Holding VTEB
# of Institutions
1,376Shares Held
606MCall 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