One Ascent Financial Services LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
One Ascent Financial Services LLC
- $139 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,176Shares Held
510MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.79 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.66 Billion1.49% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.6 Billion0.31% of portfolio
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Wealthfront Advisers LLC31.5MShares$1.6 Billion5.01% of portfolio
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Creative Planning Overland Park, KS25MShares$1.27 Billion1.27% of portfolio