Capstone Capital Wealth Advisors Vanguard Mun Bd Fds Tax Exempt Transaction History
Capstone Capital Wealth Advisors
- $122 Billion
- Q4 2024
A detailed history of Capstone Capital Wealth Advisors transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Capstone Capital Wealth Advisors holds 170,991 shares of VTEB stock, worth $8.65 Million. This represents 7.01% of its overall portfolio holdings.
Number of Shares
170,991
Previous 165,333
3.42%
Holding current value
$8.65 Million
Previous $8.45 Billion
1.42%
% of portfolio
7.01%
Previous 7.01%
Shares
5 transactions
Others Institutions Holding VTEB
# of Institutions
1,295Shares Held
546MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.98 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$1.65 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