Next Level Wealth Planning, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Next Level Wealth Planning, LLC
- $177 Billion
- Q3 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 6,535 shares of VTEB stock, worth $328,514. This represents 0.18% of its overall portfolio holdings.
Number of Shares
6,535
Previous 6,535
-0.0%
Holding current value
$328,514
Previous $320 Million
2.12%
% of portfolio
0.18%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,371Shares Held
602MCall Options Held
282KPut Options Held
56K-
Jpmorgan Chase & CO New York, NY99.1MShares$4.98 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO35.7MShares$1.8 Billion1.21% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.31 Billion1.01% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24MShares$1.21 Billion0.2% of portfolio
-
Morgan Stanley New York, NY23MShares$1.16 Billion0.07% of portfolio