Able Wealth Management LLC Vanguard Mun Bd Fds Tax Exempt Call Options Transaction History
Able Wealth Management LLC
- $132 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding VTEB
# of Institutions
1,176Shares Held
510MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.8 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.66 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.61 Billion0.31% of portfolio
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Wealthfront Advisers LLC31.5MShares$1.61 Billion5.01% of portfolio
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Creative Planning Overland Park, KS25MShares$1.27 Billion1.27% of portfolio