Quotient Wealth Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Quotient Wealth Partners, LLC
- $3.65 Trillion
- Q3 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 461,753 shares of VTEB stock, worth $23.2 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
461,753
Previous 478,904
3.58%
Holding current value
$23.2 Million
Previous $23.5 Billion
1.54%
% of portfolio
0.63%
Previous 0.69%
Shares
8 transactions
Others Institutions Holding VTEB
# of Institutions
1,375Shares Held
602MCall Options Held
282KPut Options Held
56K-
Jpmorgan Chase & CO New York, NY99.1MShares$4.98 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO35.7MShares$1.8 Billion1.21% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.31 Billion1.01% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24MShares$1.21 Billion0.2% of portfolio
-
Morgan Stanley New York, NY23MShares$1.16 Billion0.07% of portfolio