Cooper/Haims Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Cooper/Haims Advisors, LLC
- $210 Million
- Q3 2025
A detailed history of Cooper/Haims Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Cooper/Haims Advisors, LLC holds 165,963 shares of VTEB stock, worth $8.34 Million. This represents 3.96% of its overall portfolio holdings.
Number of Shares
165,963
Previous 160,025
3.71%
Holding current value
$8.34 Million
Previous $7.85 Million
5.9%
% of portfolio
3.96%
Previous 3.93%
Shares
13 transactions
Others Institutions Holding VTEB
# of Institutions
1,372Shares Held
602MCall 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
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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