Spring Vest Wealth Management LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Spring Vest Wealth Management LLC
- $121 Billion
- Q1 2025
A detailed history of Spring Vest Wealth Management LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Spring Vest Wealth Management LLC holds 10,800 shares of VTEB stock, worth $527,040. This represents 0.44% of its overall portfolio holdings.
Number of Shares
10,800
Previous 10,800
-0.0%
Holding current value
$527,040
Previous $541 Million
1.02%
% of portfolio
0.44%
Previous 0.46%
Shares
1 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