Simplicity Wealth,Llc Vanguard Mun Bd Fds Tax Exempt Transaction History
Simplicity Wealth,Llc
- $2.26 Billion
- Q2 2025
A detailed history of Simplicity Wealth,Llc transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Simplicity Wealth,Llc holds 126,205 shares of VTEB stock, worth $6.13 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
126,205
Previous 51,187
146.56%
Holding current value
$6.13 Million
Previous $2.54 Million
144.06%
% of portfolio
0.27%
Previous 0.21%
Shares
5 transactions
Others Institutions Holding VTEB
# of Institutions
1,336Shares Held
564MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.75 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$1.5 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.27 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio