Capital Advisors Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Capital Advisors Wealth Management, LLC
- $538 Million
- Q3 2024
A detailed history of Capital Advisors Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 61,025 shares of VTEB stock, worth $3.07 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
61,025
Previous 50,352
21.2%
Holding current value
$3.07 Million
Previous $2.52 Million
23.62%
% of portfolio
0.58%
Previous 0.5%
Shares
15 transactions
Others Institutions Holding VTEB
# of Institutions
1,152Shares Held
495MCall Options Held
21.1KPut Options Held
53.6K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.76 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.6 Billion1.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.54 Billion0.3% of portfolio
-
Wealthfront Advisers LLC30MShares$1.51 Billion5.06% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.26 Billion1.27% of portfolio