Canopy Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Canopy Partners, LLC
- $215 Billion
- Q2 2024
A detailed history of Canopy Partners, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Canopy Partners, LLC holds 35,674 shares of VTEB stock, worth $1.79 Million. This represents 0.83% of its overall portfolio holdings.
Number of Shares
35,674
Previous 36,116
1.22%
Holding current value
$1.79 Million
Previous $1.83 Billion
2.18%
% of portfolio
0.83%
Previous 0.89%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,162Shares Held
496MCall Options Held
21.1KPut Options Held
53.6K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.75 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.59 Billion1.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.53 Billion0.3% of portfolio
-
Wealthfront Advisers LLC30MShares$1.51 Billion5.06% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio