Holos Integrated Wealth LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Holos Integrated Wealth LLC
- $153 Billion
- Q1 2025
A detailed history of Holos Integrated Wealth LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Holos Integrated Wealth LLC holds 10,800 shares of VTEB stock, worth $527,688. This represents 0.35% of its overall portfolio holdings.
Number of Shares
10,800
Previous 10,800
-0.0%
Holding current value
$527,688
Previous $541 Million
1.02%
% of portfolio
0.35%
Previous 0.37%
Shares
1 transactions
Others Institutions Holding VTEB
# of Institutions
1,332Shares Held
561MCall Options Held
16.3KPut Options Held
422K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.78 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.69 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.31 Billion1.13% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio