Fidelis Capital Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Fidelis Capital Partners, LLC
- $1 Trillion
- Q4 2024
A detailed history of Fidelis Capital Partners, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Fidelis Capital Partners, LLC holds 108,193 shares of VTEB stock, worth $5.43 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
108,193
Previous 39,097
176.73%
Holding current value
$5.43 Million
Previous $1.96 Billion
176.12%
% of portfolio
0.54%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,293Shares Held
546MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.95 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.69 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.64 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.26 Billion1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.04 Billion0.39% of portfolio