Precedent Wealth Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Precedent Wealth Partners, LLC
- $360 Billion
- Q1 2025
A detailed history of Precedent Wealth Partners, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 40,635 shares of VTEB stock, worth $1.98 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
40,635
Previous 26,050
55.99%
Holding current value
$1.98 Million
Previous $1.31 Billion
54.4%
% of portfolio
0.56%
Previous 0.43%
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