Aspen Wealth Strategies, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Aspen Wealth Strategies, LLC
- $153 Billion
- Q1 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 10,263 shares of VTEB stock, worth $501,552. This represents 0.33% of its overall portfolio holdings.
Number of Shares
10,263
Previous 10,351
0.85%
Holding current value
$501,552
Previous $519 Million
1.86%
% of portfolio
0.33%
Previous 0.33%
Shares
10 transactions
Others Institutions Holding VTEB
# of Institutions
1,330Shares Held
563MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.78 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.69 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.28 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio