Omni 360 Wealth, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Omni 360 Wealth, Inc.
- $171 Billion
- Q1 2025
A detailed history of Omni 360 Wealth, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Omni 360 Wealth, Inc. holds 5,453 shares of VTEB stock, worth $266,106. This represents 0.16% of its overall portfolio holdings.
Number of Shares
5,453
Previous 11,496
52.57%
Holding current value
$266,106
Previous $576 Million
53.05%
% of portfolio
0.16%
Previous 0.36%
Shares
6 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
-
Northwestern Mutual Wealth Management CO34.5MShares$1.68 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