Wealth Enhancement Advisory Services, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Wealth Enhancement Advisory Services, LLC
- $49 Billion
- Q1 2025
A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 1,606,782 shares of VTEB stock, worth $78.4 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
1,606,782
Previous 1,930,517
16.77%
Holding current value
$78.4 Million
Previous $96.8 Million
17.75%
% of portfolio
0.16%
Previous 0.2%
Shares
18 transactions
Others Institutions Holding VTEB
# of Institutions
1,329Shares 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