Southland Equity Partners LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Southland Equity Partners LLC
- $430 Billion
- Q1 2025
A detailed history of Southland Equity Partners LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Southland Equity Partners LLC holds 16,809 shares of VTEB stock, worth $821,623. This represents 0.19% of its overall portfolio holdings.
Number of Shares
16,809
Previous 16,809
-0.0%
Holding current value
$821,623
Previous $843 Million
1.02%
% of portfolio
0.19%
Previous 0.2%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,331Shares Held
563MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.78 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.69 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.28 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio