Ridgecrest Wealth Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Ridgecrest Wealth Partners, LLC

$167 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 26, 2022	SELL	N/A	-23,175 Closed	0 $0
Q4 2021 Jan 19, 2022	BUY	N/A	14,190 Added 157.93%	23,175 $1.27 Million
Q3 2021 Nov 03, 2021	BUY	N/A	8,985 New	8,985 $492,000

Others Institutions Holding VTEB

# of Institutions

1,104

Shares Held

484M

Call Options Held

26.8K

Put Options Held

86.9K

Jpmorgan Chase & CO New York, NY

77M
Shares

$3.87 Billion
0.35% of portfolio
Northwestern Mutual Wealth Management CO

34.6M
Shares

$1.74 Billion
1.8% of portfolio
Charles Schwab Investment Advisory, Inc. San Francisco, CA

29.5M
Shares

$1.48 Billion
2.05% of portfolio
Wealthfront Advisers LLC

28.4M
Shares

$1.43 Billion
5.03% of portfolio
Creative Planning Overland Park, KS

24.8M
Shares

$1.25 Billion
1.39% of portfolio

About VANGUARD MUN BD FDS TAX-EXEMPT

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