Precedent Wealth Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Precedent Wealth Partners, LLC
- $306 Billion
- Q4 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 26,050 shares of VTEB stock, worth $1.31 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
26,050
Previous 21,693
20.08%
Holding current value
$1.31 Million
Previous $1.11 Billion
17.76%
% of portfolio
0.43%
Previous 0.37%
Shares
5 transactions
Others Institutions Holding VTEB
# of Institutions
1,286Shares Held
542MCall Options Held
34.6KPut Options Held
62.2K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.95 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.69 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.64 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.26 Billion1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.04 Billion0.39% of portfolio