Creative One Wealth, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Creative One Wealth, LLC
- $3.35 Billion
- Q2 2025
A detailed history of Creative One Wealth, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Creative One Wealth, LLC holds 39,301 shares of VTEB stock, worth $1.97 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
39,301
Previous 37,403
5.07%
Holding current value
$1.97 Million
Previous $1.86 Million
3.83%
% of portfolio
0.06%
Previous 0.06%
Shares
23 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