Cape Investment Advisory, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Cape Investment Advisory, Inc.
- $247 Billion
- Q3 2024
A detailed history of Cape Investment Advisory, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 699 shares of VTEB stock, worth $34,936. This represents 0.01% of its overall portfolio holdings.
Number of Shares
699
Previous 608
14.97%
Holding current value
$34,936
Previous $30.5 Million
17.28%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding VTEB
# of Institutions
1,177Shares Held
510MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.73 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.63 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.58 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.58 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio