Quotient Wealth Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Quotient Wealth Partners, LLC
- $2.8 Trillion
- Q1 2024
A detailed history of Quotient Wealth Partners, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Quotient Wealth Partners, LLC holds 314,732 shares of VTEB stock, worth $15.8 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
314,732
Previous 273,745
14.97%
Holding current value
$15.8 Million
Previous $14 Billion
13.96%
% of portfolio
0.57%
Previous 0.54%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,103Shares Held
484MCall Options Held
26.8KPut Options Held
86.9K-
Jpmorgan Chase & CO New York, NY77MShares$3.86 Billion0.35% of portfolio
-
Northwestern Mutual Wealth Management CO34.6MShares$1.73 Billion1.8% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA29.5MShares$1.48 Billion2.05% of portfolio
-
Wealthfront Advisers LLC28.4MShares$1.42 Billion5.03% of portfolio
-
Creative Planning Overland Park, KS24.8MShares$1.24 Billion1.39% of portfolio