Creative One Wealth, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Creative One Wealth, LLC
- $3.51 Billion
- Q3 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 17,771 shares of VTEB stock, worth $893,348. This represents 0.03% of its overall portfolio holdings.
Number of Shares
17,771
Previous 39,301
54.78%
Holding current value
$893,348
Previous $1.93 Million
53.84%
% of portfolio
0.03%
Previous 0.06%
Shares
24 transactions
Others Institutions Holding VTEB
# of Institutions
1,375Shares Held
602MCall Options Held
282KPut Options Held
56K-
Jpmorgan Chase & CO New York, NY99.1MShares$4.98 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO35.7MShares$1.8 Billion1.21% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.31 Billion1.01% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24MShares$1.21 Billion0.2% of portfolio
-
Morgan Stanley New York, NY23MShares$1.16 Billion0.07% of portfolio