Org Wealth Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Org Wealth Partners, LLC
- $269 Million
- Q3 2025
A detailed history of Org Wealth Partners, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Org Wealth Partners, LLC holds 4,000 shares of VTEB stock, worth $201,080. This represents 0.07% of its overall portfolio holdings.
Number of Shares
4,000
Previous 4,000
-0.0%
Holding current value
$201,080
Previous $196,000
2.04%
% of portfolio
0.07%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,374Shares 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