Next Level Wealth Planning, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Next Level Wealth Planning, LLC
- $156 Billion
- Q2 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 $319,496. This represents 0.21% of its overall portfolio holdings.
Number of Shares
6,535
Previous 4,243
54.02%
Holding current value
$319,496
Previous $211 Million
52.19%
% of portfolio
0.21%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,334Shares Held
562MCall Options Held
16.3KPut Options Held
422K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.78 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.69 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.28 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio