Capstone Financial Advisors, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Capstone Financial Advisors, Inc.
- $1.51 Billion
- Q2 2024
A detailed history of Capstone Financial Advisors, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Capstone Financial Advisors, Inc. holds 96,286 shares of VTEB stock, worth $4.89 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
96,286
Previous 97,309
1.05%
Holding current value
$4.89 Million
Previous $4.92 Million
2.01%
% of portfolio
0.32%
Previous 0.33%
Shares
27 transactions
Others Institutions Holding VTEB
# of Institutions
1,141Shares Held
493MCall Options Held
21.1KPut Options Held
21.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.8 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.61 Billion1.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.55 Billion0.3% of portfolio
-
Wealthfront Advisers LLC30MShares$1.52 Billion5.06% of portfolio
-
Creative Planning Overland Park, KS25.6MShares$1.3 Billion1.37% of portfolio