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 $528,705. This represents 0.42% of its overall portfolio holdings.
Number of Shares
10,553
Previous 10,800
2.29%
Holding current value
$528,705
Previous $536 Million
3.45%
% of portfolio
0.42%
Previous 0.44%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,336Shares Held
561MCall Options Held
124KPut Options Held
62.8K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.87 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO35.2MShares$1.76 Billion1.27% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.35 Billion1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24.7MShares$1.24 Billion0.22% of portfolio
-
Morgan Stanley New York, NY23.3MShares$1.17 Billion0.08% of portfolio