Crestwood Advisors Group LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Crestwood Advisors Group LLC
- $5.73 Billion
- Q3 2025
A detailed history of Crestwood Advisors Group LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 825,895 shares of VTEB stock, worth $41.5 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
825,895
Previous 876,232
5.74%
Holding current value
$41.5 Million
Previous $43 Million
3.75%
% of portfolio
0.72%
Previous 0.8%
Shares
19 transactions
Others Institutions Holding VTEB
# of Institutions
1,379Shares Held
605MCall 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