Aries Wealth Management Vanguard Mun Bd Fds Tax Exempt Transaction History

Aries Wealth Management

$359 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 11, 2023	SELL	$49.32 - $51.02 $36,003 - $37,244	-730 Reduced 14.52%	4,298 $217,000
Q4 2022 Jan 18, 2023	BUY	$47.5 - $50.06 $238,830 - $251,701	5,028 New	5,028 $0

Others Institutions Holding VTEB

# of Institutions

1,175

Shares Held

508M

Call Options Held

39.6K

Put Options Held

85.7K

Jpmorgan Chase & CO New York, NY

74.7M
Shares

$3.78 Billion
0.31% of portfolio
Northwestern Mutual Wealth Management CO

32.7M
Shares

$1.65 Billion
1.49% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

31.6M
Shares

$1.6 Billion
0.31% of portfolio
Wealthfront Advisers LLC

31.5M
Shares

$1.6 Billion
5.01% of portfolio
Creative Planning Overland Park, KS

25M
Shares

$1.26 Billion
1.27% of portfolio

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
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