Avidian Wealth Solutions, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Avidian Wealth Solutions, LLC
- $2.18 Billion
- Q1 2025
A detailed history of Avidian Wealth Solutions, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 1,098,496 shares of VTEB stock, worth $53.7 Million. This represents 2.5% of its overall portfolio holdings.
Number of Shares
1,098,496
Previous 1,056,831
3.94%
Holding current value
$53.7 Million
Previous $53 Million
2.89%
% of portfolio
2.5%
Previous 2.46%
Shares
33 transactions
Others Institutions Holding VTEB
# of Institutions
1,312Shares Held
555MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.84 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.64 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.6 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.23 Billion1.23% of portfolio
-
Wealthfront Advisers LLC24.5MShares$1.2 Billion3.61% of portfolio