Trinity Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Trinity Wealth Management, LLC
- $218 Million
- Q1 2025
A detailed history of Trinity Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Trinity Wealth Management, LLC holds 10,917 shares of VTEB stock, worth $532,749. This represents 0.25% of its overall portfolio holdings.
Number of Shares
10,917
Previous 10,917
-0.0%
Holding current value
$532,749
Previous $547,000
1.28%
% of portfolio
0.25%
Previous 0.25%
Shares
1 transactions
Others Institutions Holding VTEB
# of Institutions
1,330Shares Held
563MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.77 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.68 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.28 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio