Cooper/Haims Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Cooper/Haims Advisors, LLC
- $173 Million
- Q4 2024
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 121,303 shares of VTEB stock, worth $6.15 Million. This represents 3.51% of its overall portfolio holdings.
Number of Shares
121,303
Previous 122,012
0.58%
Holding current value
$6.15 Million
Previous $6.24 Million
2.52%
% of portfolio
3.51%
Previous 3.49%
Shares
10 transactions
Others Institutions Holding VTEB
# of Institutions
1,299Shares Held
530MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.99 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$1.66 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