Retirement Wealth Solutions LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Retirement Wealth Solutions LLC
- $124 Billion
- Q1 2025
A detailed history of Retirement Wealth Solutions LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Retirement Wealth Solutions LLC holds 1,999 shares of VTEB stock, worth $97,551. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,999
Previous 1,988
0.55%
Holding current value
$97,551
Previous $98.8 Million
0.35%
% of portfolio
0.08%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,329Shares Held
563MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.77 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.68 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