Newman Dignan & Sheerar, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Newman Dignan & Sheerar, Inc.
- $585 Million
- Q3 2024
A detailed history of Newman Dignan & Sheerar, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Newman Dignan & Sheerar, Inc. holds 146,112 shares of VTEB stock, worth $7.3 Million. This represents 1.28% of its overall portfolio holdings.
Number of Shares
146,112
Previous 113,770
28.43%
Holding current value
$7.3 Million
Previous $5.7 Million
31.01%
% of portfolio
1.28%
Previous 1.48%
Shares
8 transactions
Others Institutions Holding VTEB
# of Institutions
1,176Shares Held
510MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.73 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.63 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.58 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.58 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio