Innovative Wealth Building LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Innovative Wealth Building LLC
- $121 Billion
- Q2 2025
A detailed history of Innovative Wealth Building LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Innovative Wealth Building LLC holds 4,415 shares of VTEB stock, worth $215,716. This represents 0.18% of its overall portfolio holdings.
Number of Shares
4,415
Previous 4,378
0.85%
Holding current value
$215,716
Previous $217 Million
0.37%
% of portfolio
0.18%
Previous 0.2%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,335Shares Held
562MCall 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