Clearwater Capital Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Clearwater Capital Advisors, LLC
- $1.07 Billion
- Q3 2025
A detailed history of Clearwater Capital Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Clearwater Capital Advisors, LLC holds 17,947 shares of VTEB stock, worth $902,195. This represents 0.08% of its overall portfolio holdings.
Number of Shares
17,947
Previous 17,945
0.01%
Holding current value
$902,195
Previous $879,000
2.16%
% of portfolio
0.08%
Previous 0.09%
Shares
14 transactions
Others Institutions Holding VTEB
# of Institutions
1,372Shares Held
603MCall Options Held
282KPut Options Held
56K-
Jpmorgan Chase & CO New York, NY99.1MShares$4.98 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO35.7MShares$1.8 Billion1.21% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.31 Billion1.01% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24MShares$1.21 Billion0.2% of portfolio
-
Morgan Stanley New York, NY23MShares$1.16 Billion0.07% of portfolio