New Edge Wealth, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
New Edge Wealth, LLC
- $4.55 Billion
- Q1 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 9,587 shares of VTEB stock, worth $481,746. This represents 0.01% of its overall portfolio holdings.
Number of Shares
9,587
Previous 79,561
87.95%
Holding current value
$481,746
Previous $4.06 Million
88.06%
% of portfolio
0.01%
Previous 0.11%
Shares
4 transactions
Others Institutions Holding VTEB
# of Institutions
1,104Shares Held
484MCall Options Held
26.8KPut Options Held
86.9K-
Jpmorgan Chase & CO New York, NY77MShares$3.87 Billion0.35% of portfolio
-
Northwestern Mutual Wealth Management CO34.6MShares$1.74 Billion1.8% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA29.5MShares$1.48 Billion2.05% of portfolio
-
Wealthfront Advisers LLC28.4MShares$1.43 Billion5.03% of portfolio
-
Creative Planning Overland Park, KS24.8MShares$1.25 Billion1.39% of portfolio