Next Level Wealth Planning, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Next Level Wealth Planning, LLC
- $132 Billion
- Q1 2025
A detailed history of Next Level Wealth Planning, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Next Level Wealth Planning, LLC holds 4,243 shares of VTEB stock, worth $207,058. This represents 0.16% of its overall portfolio holdings.
Number of Shares
4,243Holding current value
$207,058% of portfolio
0.16%Shares
1 transactions
Others Institutions Holding VTEB
# of Institutions
1,329Shares Held
563MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.77 Billion0.3% of portfolio
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Northwestern Mutual Wealth Management CO34.5MShares$1.68 Billion1.41% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
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Creative Planning Overland Park, KS26.1MShares$1.28 Billion1.22% of portfolio
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Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio