Summit Wealth Group LLC / CO Vanguard Mun Bd Fds Tax Exempt Transaction History
Summit Wealth Group LLC / CO
- $300 Billion
- Q3 2025
A detailed history of Summit Wealth Group LLC / CO transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Summit Wealth Group LLC / CO holds 29,887 shares of VTEB stock, worth $1.5 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
29,887Holding current value
$1.5 Million% of portfolio
0.48%Shares
1 transactions
Others Institutions Holding VTEB
# of Institutions
1,367Shares Held
599MCall Options Held
383KPut Options Held
90.1K-
Jpmorgan Chase & CO New York, NY99.1MShares$4.98 Billion0.33% of portfolio
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Northwestern Mutual Wealth Management CO35.7MShares$1.8 Billion1.21% of portfolio
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Creative Planning Overland Park, KS26.1MShares$1.31 Billion1.01% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA24MShares$1.21 Billion0.2% of portfolio
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Morgan Stanley New York, NY23MShares$1.16 Billion0.07% of portfolio