Strategies Wealth Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Strategies Wealth Advisors, LLC
- $916 Billion
- Q2 2025
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,331Shares Held
564MCall Options Held
124KPut Options Held
62.8K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.86 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO35.2MShares$1.76 Billion1.27% of portfolio
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Creative Planning Overland Park, KS26.9MShares$1.34 Billion1.13% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA24.7MShares$1.23 Billion0.22% of portfolio
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Morgan Stanley New York, NY23.3MShares$1.17 Billion0.08% of portfolio