Capstone Capital Wealth Advisors Vanguard Mun Bd Fds Tax Exempt Transaction History
Capstone Capital Wealth Advisors
- $112 Billion
- Q2 2024
A detailed history of Capstone Capital Wealth Advisors transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Capstone Capital Wealth Advisors holds 161,979 shares of VTEB stock, worth $8.28 Million. This represents 7.25% of its overall portfolio holdings.
Number of Shares
161,979
Previous 146,755
10.37%
Holding current value
$8.28 Million
Previous $7.43 Billion
9.3%
% of portfolio
7.25%
Previous 6.42%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,142Shares Held
493MCall Options Held
21.1KPut Options Held
21.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.82 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.62 Billion1.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.56 Billion0.3% of portfolio
-
Wealthfront Advisers LLC30MShares$1.53 Billion5.06% of portfolio
-
Creative Planning Overland Park, KS25.6MShares$1.31 Billion1.37% of portfolio