New Edge Wealth, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
New Edge Wealth, LLC
- $5.41 Billion
- Q3 2024
A detailed history of New Edge Wealth, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, New Edge Wealth, LLC holds 13,418 shares of VTEB stock, worth $672,644. This represents 0.01% of its overall portfolio holdings.
Number of Shares
13,418
Previous 9,887
35.71%
Holding current value
$672,644
Previous $495,000
38.38%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding VTEB
# of Institutions
1,212Shares Held
515MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.74 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.64 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.58 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.58 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio