Atlantic Edge Private Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Atlantic Edge Private Wealth Management, LLC
- $327 Billion
- Q1 2025
A detailed history of Atlantic Edge Private Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 125 shares of VTEB stock, worth $6,100. This represents 0.0% of its overall portfolio holdings.
Number of Shares
125
Previous 125
-0.0%
Holding current value
$6,100
Previous $6.27 Million
1.02%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,329Shares Held
563MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.77 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.68 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