Aspen Wealth Strategies, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Aspen Wealth Strategies, LLC
- $144 Billion
- Q2 2024
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 10,456 shares of VTEB stock, worth $527,400. This represents 0.37% of its overall portfolio holdings.
Number of Shares
10,456
Previous 10,656
1.88%
Holding current value
$527,400
Previous $539 Million
2.05%
% of portfolio
0.37%
Previous 0.37%
Shares
7 transactions
Others Institutions Holding VTEB
# of Institutions
1,106Shares Held
486MCall Options Held
26.8KPut Options Held
52.1K-
Jpmorgan Chase & CO New York, NY77MShares$3.88 Billion0.35% of portfolio
-
Northwestern Mutual Wealth Management CO34.6MShares$1.75 Billion1.8% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA29.5MShares$1.49 Billion2.05% of portfolio
-
Wealthfront Advisers LLC28.4MShares$1.43 Billion5.03% of portfolio
-
Creative Planning Overland Park, KS24.8MShares$1.25 Billion1.39% of portfolio