Mosaic Family Wealth Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Mosaic Family Wealth Partners, LLC
- $674 Billion
- Q3 2024
A detailed history of Mosaic Family Wealth Partners, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 3,949 shares of VTEB stock, worth $199,542. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,949Holding current value
$199,542% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding VTEB
# of Institutions
1,175Shares Held
508MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.77 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.65 Billion1.49% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.59 Billion0.31% of portfolio
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Wealthfront Advisers LLC31.5MShares$1.59 Billion5.01% of portfolio
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Creative Planning Overland Park, KS25MShares$1.26 Billion1.27% of portfolio