Surience Private Wealth LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Surience Private Wealth LLC
- $92.6 Million
- Q4 2025
A detailed history of Surience Private Wealth LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Surience Private Wealth LLC holds 5,646 shares of VTEB stock, worth $283,824. This represents 0.31% of its overall portfolio holdings.
Number of Shares
5,646Holding current value
$283,824% of portfolio
0.31%Shares
1 transactions
Others Institutions Holding VTEB
# of Institutions
1,379Shares Held
605MCall Options Held
282KPut Options Held
56K-
Jpmorgan Chase & CO New York, NY99.1MShares$4.98 Billion0.33% of portfolio
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Northwestern Mutual Wealth Management CO35.7MShares$1.8 Billion1.21% of portfolio
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Creative Planning Overland Park, KS26.1MShares$1.31 Billion1.01% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA24MShares$1.21 Billion0.2% of portfolio
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Morgan Stanley New York, NY23MShares$1.16 Billion0.07% of portfolio