Quotient Wealth Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Quotient Wealth Partners, LLC
- $3.4 Trillion
- Q2 2025
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 478,904 shares of VTEB stock, worth $23.9 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
478,904
Previous 461,894
3.68%
Holding current value
$23.9 Million
Previous $22.9 Billion
2.45%
% of portfolio
0.69%
Previous 0.73%
Shares
7 transactions
Others Institutions Holding VTEB
# of Institutions
1,331Shares 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