Accredited Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Accredited Wealth Management, LLC
- $134 Billion
- Q3 2025
A detailed history of Accredited Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Accredited Wealth Management, LLC holds 78,255 shares of VTEB stock, worth $3.93 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
78,255
Previous 10,210
666.45%
Holding current value
$3.93 Million
Previous $501 Million
6.87%
% of portfolio
0.4%
Previous 0.41%
Shares
4 transactions
Others Institutions Holding VTEB
# of Institutions
1,375Shares Held
602MCall Options Held
282KPut Options Held
56K-
Jpmorgan Chase & CO New York, NY99.1MShares$4.98 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO35.7MShares$1.8 Billion1.21% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.31 Billion1.01% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24MShares$1.21 Billion0.2% of portfolio
-
Morgan Stanley New York, NY23MShares$1.16 Billion0.07% of portfolio