Revolve Wealth Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Revolve Wealth Partners, LLC
- $561 Million
- Q1 2024
A detailed history of Revolve Wealth Partners, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Revolve Wealth Partners, LLC holds 20,174 shares of VTEB stock, worth $1.01 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
20,174
Previous 18,543
8.8%
Holding current value
$1.01 Million
Previous $946,000
7.82%
% of portfolio
0.18%
Previous 0.19%
Shares
10 transactions
Others Institutions Holding VTEB
# of Institutions
1,104Shares Held
484MCall Options Held
26.8KPut Options Held
86.9K-
Jpmorgan Chase & CO New York, NY77MShares$3.87 Billion0.35% of portfolio
-
Northwestern Mutual Wealth Management CO34.6MShares$1.74 Billion1.8% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA29.5MShares$1.48 Billion2.05% of portfolio
-
Wealthfront Advisers LLC28.4MShares$1.43 Billion5.03% of portfolio
-
Creative Planning Overland Park, KS24.8MShares$1.25 Billion1.39% of portfolio