Level Wealth Management LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Level Wealth Management LLC
- $172 Billion
- Q2 2025
A detailed history of Level Wealth Management LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Level Wealth Management LLC holds 148,846 shares of VTEB stock, worth $7.27 Million. This represents 4.24% of its overall portfolio holdings.
Number of Shares
148,846
Previous 201,706
26.21%
Holding current value
$7.27 Million
Previous $10 Billion
27.08%
% of portfolio
4.24%
Previous 6.55%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,324Shares Held
559MCall Options Held
16.3KPut Options Held
422K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.78 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO35.2MShares$1.72 Billion1.27% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.31 Billion1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24.7MShares$1.2 Billion0.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio