Aspen Wealth Strategies, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Aspen Wealth Strategies, LLC
- $180 Billion
- Q3 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 12,454 shares of VTEB stock, worth $626,062. This represents 0.35% of its overall portfolio holdings.
Number of Shares
12,454
Previous 10,776
15.57%
Holding current value
$626,062
Previous $528 Million
18.02%
% of portfolio
0.35%
Previous 0.32%
Shares
12 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