Venture Visionary Partners LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Venture Visionary Partners LLC

$3.19 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 26, 2022	SELL	$49.13 - $51.51 $6,681 - $7,005	-136 Reduced 0.83%	16,164 $0
Q1 2022 May 03, 2022	BUY	$51.44 - $54.88 $838,472 - $894,544	16,300 New	16,300 $840,000

Others Institutions Holding VTEB

# of Institutions

1,302

Shares Held

530M

Call Options Held

22.3K

Put Options Held

83.8K

Jpmorgan Chase & CO New York, NY

78.7M
Shares

$3.92 Billion
0.32% of portfolio
Northwestern Mutual Wealth Management CO

33.6M
Shares

$1.67 Billion
1.43% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

32.7M
Shares

$1.63 Billion
0.31% of portfolio
Creative Planning Overland Park, KS

25.1M
Shares

$1.25 Billion
1.23% of portfolio
Raymond James Financial Inc St. Petersburg, FL

20.8M
Shares

$1.03 Billion
0.39% of portfolio

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