Triad Wealth Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Triad Wealth Partners, LLC
- $775 Billion
- Q3 2025
A detailed history of Triad Wealth Partners, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 8,834 shares of VTEB stock, worth $444,085. This represents 0.06% of its overall portfolio holdings.
Number of Shares
8,834
Previous 8,305
6.37%
Holding current value
$444,085
Previous $407 Million
8.63%
% of portfolio
0.06%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding VTEB
# of Institutions
1,374Shares Held
604MCall 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