Alaethes Wealth LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Alaethes Wealth LLC
- $318 Million
- Q2 2025
A detailed history of Alaethes Wealth LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Alaethes Wealth LLC holds 136,279 shares of VTEB stock, worth $6.83 Million. This represents 2.1% of its overall portfolio holdings.
Number of Shares
136,279
Previous 132,194
3.09%
Holding current value
$6.83 Million
Previous $6.56 Million
1.86%
% of portfolio
2.1%
Previous 2.55%
Shares
18 transactions
Others Institutions Holding VTEB
# of Institutions
1,332Shares Held
561MCall Options Held
124KPut Options Held
62.8K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.87 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO35.2MShares$1.76 Billion1.27% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.35 Billion1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24.7MShares$1.24 Billion0.22% of portfolio
-
Morgan Stanley New York, NY23.3MShares$1.17 Billion0.08% of portfolio