Spring Vest Wealth Management LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Spring Vest Wealth Management LLC
- $136 Billion
- Q3 2025
A detailed history of Spring Vest Wealth Management LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Spring Vest Wealth Management LLC holds 9,752 shares of VTEB stock, worth $490,233. This represents 0.36% of its overall portfolio holdings.
Number of Shares
9,752
Previous 10,553
7.59%
Holding current value
$490,233
Previous $517 Million
5.63%
% of portfolio
0.36%
Previous 0.42%
Shares
3 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