Balance Wealth, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Balance Wealth, LLC
- $154 Billion
- Q1 2025
A detailed history of Balance Wealth, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Balance Wealth, LLC holds 10,552 shares of VTEB stock, worth $515,465. This represents 0.34% of its overall portfolio holdings.
Number of Shares
10,552Holding current value
$515,465% of portfolio
0.34%Shares
1 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
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Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.6 Billion0.31% of portfolio
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Creative Planning Overland Park, KS25.1MShares$1.23 Billion1.23% of portfolio
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Wealthfront Advisers LLC24.5MShares$1.2 Billion3.61% of portfolio