Cape Investment Advisory, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Cape Investment Advisory, Inc.
- $256 Billion
- Q4 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 778 shares of VTEB stock, worth $39,413. This represents 0.02% of its overall portfolio holdings.
Number of Shares
778
Previous 699
11.3%
Holding current value
$39,413
Previous $35.7 Million
9.15%
% of portfolio
0.02%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding VTEB
# of Institutions
1,299Shares Held
530MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.99 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.7 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.66 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.27 Billion1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.05 Billion0.39% of portfolio