Aspen Wealth Strategies, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Aspen Wealth Strategies, LLC
- $166 Billion
- Q2 2025
A detailed history of Aspen Wealth Strategies, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Aspen Wealth Strategies, LLC holds 10,776 shares of VTEB stock, worth $538,584. This represents 0.32% of its overall portfolio holdings.
Number of Shares
10,776
Previous 10,263
5.0%
Holding current value
$538,584
Previous $509 Million
3.75%
% of portfolio
0.32%
Previous 0.33%
Shares
11 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$3.86 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO35.2MShares$1.76 Billion1.27% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.34 Billion1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24.7MShares$1.23 Billion0.22% of portfolio
-
Morgan Stanley New York, NY23.3MShares$1.17 Billion0.08% of portfolio