Quotient Wealth Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Quotient Wealth Partners, LLC
- $3.06 Trillion
- Q4 2024
A detailed history of Quotient Wealth Partners, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Quotient Wealth Partners, LLC holds 405,061 shares of VTEB stock, worth $20.3 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
405,061
Previous 374,724
8.1%
Holding current value
$20.3 Million
Previous $19.2 Billion
6.0%
% of portfolio
0.66%
Previous 0.63%
Shares
5 transactions
Others Institutions Holding VTEB
# of Institutions
1,212Shares Held
515MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.74 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.64 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.58 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.58 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio