Cascade Financial Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Cascade Financial Partners, LLC
- $798 Billion
- Q3 2024
A detailed history of Cascade Financial Partners, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 140,769 shares of VTEB stock, worth $7.12 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
140,769
Previous 147,369
4.48%
Holding current value
$7.12 Million
Previous $7.38 Billion
3.81%
% of portfolio
0.89%
Previous 0.97%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,175Shares Held
508MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.78 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.65 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.6 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.6 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.26 Billion1.27% of portfolio