Prairieview Wealth Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Prairieview Wealth Partners, LLC
- $92.5 Billion
- Q4 2024
A detailed history of Prairieview Wealth Partners, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Prairieview Wealth Partners, LLC holds 102,071 shares of VTEB stock, worth $5.12 Million. This represents 5.53% of its overall portfolio holdings.
Number of Shares
102,071
Previous 97,582
4.6%
Holding current value
$5.12 Million
Previous $4.99 Billion
2.57%
% of portfolio
5.53%
Previous 5.39%
Shares
5 transactions
Others Institutions Holding VTEB
# of Institutions
1,210Shares Held
514MCall 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