Avid Wealth Partners LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Avid Wealth Partners LLC
- $175 Billion
- Q2 2025
A detailed history of Avid Wealth Partners LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Avid Wealth Partners LLC holds 53,861 shares of VTEB stock, worth $2.7 Million. This represents 1.51% of its overall portfolio holdings.
Number of Shares
53,861
Previous 43,931
22.6%
Holding current value
$2.7 Million
Previous $2.18 Billion
21.15%
% of portfolio
1.51%
Previous 1.48%
Shares
6 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$3.87 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO35.2MShares$1.76 Billion1.27% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.35 Billion1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24.7MShares$1.24 Billion0.22% of portfolio
-
Morgan Stanley New York, NY23.3MShares$1.17 Billion0.08% of portfolio