Meridian Wealth Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Meridian Wealth Partners, LLC
- $552 Million
- Q1 2024
A detailed history of Meridian Wealth Partners, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Meridian Wealth Partners, LLC holds 61,775 shares of VTEB stock, worth $3.1 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
61,775
Previous 61,512
0.43%
Holding current value
$3.1 Million
Previous $3.14 Million
0.48%
% of portfolio
0.57%
Previous 0.6%
Shares
14 transactions
Others Institutions Holding VTEB
# of Institutions
1,103Shares Held
484MCall Options Held
26.8KPut Options Held
86.9K-
Jpmorgan Chase & CO New York, NY77MShares$3.86 Billion0.35% of portfolio
-
Northwestern Mutual Wealth Management CO34.6MShares$1.73 Billion1.8% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA29.5MShares$1.48 Billion2.05% of portfolio
-
Wealthfront Advisers LLC28.4MShares$1.42 Billion5.03% of portfolio
-
Creative Planning Overland Park, KS24.8MShares$1.24 Billion1.39% of portfolio