Org Wealth Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Org Wealth Partners, LLC
- $139 Million
- Q4 2024
A detailed history of Org Wealth Partners, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Org Wealth Partners, LLC holds 5,326 shares of VTEB stock, worth $267,524. This represents 0.19% of its overall portfolio holdings.
Number of Shares
5,326Holding current value
$267,524% of portfolio
0.19%Shares
1 transactions
Others Institutions Holding VTEB
# of Institutions
1,242Shares Held
510MCall Options Held
39.6KPut Options Held
53.8K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.75 Billion0.31% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.64 Billion0.31% of portfolio
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Northwestern Mutual Wealth Management CO32.7MShares$1.64 Billion1.49% of portfolio
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Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio
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Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.04 Billion0.39% of portfolio