Quotient Wealth Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Quotient Wealth Partners, LLC
- $3.13 Trillion
- Q1 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 461,894 shares of VTEB stock, worth $22.5 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
461,894
Previous 405,061
14.03%
Holding current value
$22.5 Million
Previous $20.3 Billion
12.87%
% of portfolio
0.73%
Previous 0.66%
Shares
6 transactions
Others Institutions Holding VTEB
# of Institutions
1,329Shares Held
563MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.77 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.68 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.28 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio