Holos Integrated Wealth LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Holos Integrated Wealth LLC
- $166 Billion
- Q2 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 $542,916. This represents 0.32% of its overall portfolio holdings.
Number of Shares
10,800
Previous 10,800
-0.0%
Holding current value
$542,916
Previous $536 Million
1.53%
% of portfolio
0.32%
Previous 0.35%
Shares
1 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