Precedent Wealth Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Precedent Wealth Partners, LLC
- $303 Billion
- Q3 2024
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 21,693 shares of VTEB stock, worth $1.08 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
21,693
Previous 18,921
14.65%
Holding current value
$1.08 Million
Previous $948 Million
16.96%
% of portfolio
0.37%
Previous 0.38%
Shares
4 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$3.73 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.63 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.58 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.58 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio