Spire Wealth Management Vanguard Mun Bd Fds Tax Exempt Transaction History
Spire Wealth Management
- $3.01 Billion
- Q1 2024
A detailed history of Spire Wealth Management transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Spire Wealth Management holds 108,385 shares of VTEB stock, worth $5.43 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
108,385
Previous 107,620
0.71%
Holding current value
$5.43 Million
Previous $5.49 Million
0.18%
% of portfolio
0.18%
Previous 0.19%
Shares
13 transactions
Others Institutions Holding VTEB
# of Institutions
1,103Shares Held
484MCall Options Held
26.8KPut Options Held
86.9K-
Jpmorgan Chase & CO New York, NY77MShares$3.86 Billion0.35% of portfolio
-
Northwestern Mutual Wealth Management CO34.6MShares$1.73 Billion1.8% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA29.5MShares$1.48 Billion2.05% of portfolio
-
Wealthfront Advisers LLC28.4MShares$1.42 Billion5.03% of portfolio
-
Creative Planning Overland Park, KS24.8MShares$1.24 Billion1.39% of portfolio