Private Wealth Asset Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Private Wealth Asset Management, LLC
- $754 Billion
- Q2 2025
A detailed history of Private Wealth Asset Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Private Wealth Asset Management, LLC holds 16,141 shares of VTEB stock, worth $806,727. This represents 0.11% of its overall portfolio holdings.
Number of Shares
16,141
Previous 10,141
59.17%
Holding current value
$806,727
Previous $503 Million
57.27%
% of portfolio
0.11%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,332Shares Held
561MCall Options Held
124KPut Options Held
62.8K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.86 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO35.2MShares$1.76 Billion1.27% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.34 Billion1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24.7MShares$1.23 Billion0.22% of portfolio
-
Morgan Stanley New York, NY23.3MShares$1.17 Billion0.08% of portfolio