Precedent Wealth Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Precedent Wealth Partners, LLC
- $248 Billion
- Q2 2024
A detailed history of Precedent Wealth Partners, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 18,921 shares of VTEB stock, worth $967,052. This represents 0.38% of its overall portfolio holdings.
Number of Shares
18,921
Previous 16,066
17.77%
Holding current value
$967,052
Previous $813 Million
16.63%
% of portfolio
0.38%
Previous 0.35%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,142Shares Held
493MCall Options Held
21.1KPut Options Held
21.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.82 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.62 Billion1.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.56 Billion0.3% of portfolio
-
Wealthfront Advisers LLC30MShares$1.53 Billion5.06% of portfolio
-
Creative Planning Overland Park, KS25.6MShares$1.31 Billion1.37% of portfolio