Sagespring Wealth Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Sagespring Wealth Partners, LLC
- $3.79 Trillion
- Q4 2024
A detailed history of Sagespring Wealth Partners, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Sagespring Wealth Partners, LLC holds 863,953 shares of VTEB stock, worth $43.4 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
863,953Holding current value
$43.4 Million% of portfolio
1.14%Shares
1 transactions
Others Institutions Holding VTEB
# of Institutions
1,286Shares Held
542MCall Options Held
34.6KPut Options Held
62.2K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.95 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.69 Billion1.43% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.64 Billion0.31% of portfolio
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Creative Planning Overland Park, KS25.1MShares$1.26 Billion1.23% of portfolio
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Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.04 Billion0.39% of portfolio