Insight Wealth Strategies, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Insight Wealth Strategies, LLC
- $788 Million
- Q3 2025
A detailed history of Insight Wealth Strategies, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 72,179 shares of VTEB stock, worth $3.63 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
72,179
Previous 73,842
2.25%
Holding current value
$3.63 Million
Previous $3.62 Million
0.17%
% of portfolio
0.46%
Previous 0.49%
Shares
15 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