Spring Vest Wealth Management LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Spring Vest Wealth Management LLC
- $123 Billion
- Q2 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 10,553 shares of VTEB stock, worth $515,619. This represents 0.42% of its overall portfolio holdings.
Number of Shares
10,553
Previous 10,800
2.29%
Holding current value
$515,619
Previous $536 Million
3.45%
% of portfolio
0.42%
Previous 0.44%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,332Shares Held
561MCall Options Held
16.3KPut Options Held
422K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.78 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.69 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.31 Billion1.13% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio