Spire Wealth Management Vanguard Mun Bd Fds Tax Exempt Transaction History
Spire Wealth Management
- $3.02 Billion
- Q1 2025
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 63,634 shares of VTEB stock, worth $3.11 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
63,634
Previous 67,845
6.21%
Holding current value
$3.11 Million
Previous $3.4 Million
7.17%
% of portfolio
0.1%
Previous 0.11%
Shares
17 transactions
Others Institutions Holding VTEB
# of Institutions
1,329Shares Held
563MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.77 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$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.28 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio