Triad Wealth Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Triad Wealth Partners, LLC

$188 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 18, 2024	BUY	$49.55 - $50.44 $2,527 - $2,572	51 New	51 $2.56 Million

Others Institutions Holding VTEB

# of Institutions

1,159

Shares Held

498M

Call Options Held

21.1K

Put Options Held

53.6K

Jpmorgan Chase & CO New York, NY

74.7M
Shares

$3.77 Billion
0.31% of portfolio
Northwestern Mutual Wealth Management CO

31.7M
Shares

$1.6 Billion
1.57% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

30.6M
Shares

$1.54 Billion
0.3% of portfolio
Wealthfront Advisers LLC

30M
Shares

$1.52 Billion
5.06% of portfolio
Creative Planning Overland Park, KS

25M
Shares

$1.26 Billion
1.27% of portfolio

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
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