New Insight Wealth Advisors Vanguard Mun Bd Fds Tax Exempt Transaction History
New Insight Wealth Advisors
- $243 Billion
- Q2 2025
A detailed history of New Insight Wealth Advisors transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, New Insight Wealth Advisors holds 5,773 shares of VTEB stock, worth $290,555. This represents 0.12% of its overall portfolio holdings.
Number of Shares
5,773Holding current value
$290,555% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding VTEB
# of Institutions
1,341Shares Held
560MCall Options Held
124KPut Options Held
57.8K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.89 Billion0.3% of portfolio
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Northwestern Mutual Wealth Management CO35.2MShares$1.77 Billion1.27% of portfolio
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Creative Planning Overland Park, KS26.9MShares$1.35 Billion1.13% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA24.7MShares$1.24 Billion0.22% of portfolio
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Morgan Stanley New York, NY23.3MShares$1.17 Billion0.08% of portfolio