Caliber Wealth Management, LLC / Ks Vanguard Mun Bd Fds Tax Exempt Transaction History
Caliber Wealth Management, LLC / Ks
- $897 Billion
- Q3 2025
A detailed history of Caliber Wealth Management, LLC / Ks transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 127,152 shares of VTEB stock, worth $6.39 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
127,152
Previous 122,830
3.52%
Holding current value
$6.39 Million
Previous $6.02 Billion
5.71%
% of portfolio
0.71%
Previous 0.65%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,371Shares Held
602MCall Options Held
282KPut Options Held
56K-
Jpmorgan Chase & CO New York, NY99.1MShares$4.98 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO35.7MShares$1.8 Billion1.21% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.31 Billion1.01% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24MShares$1.21 Billion0.2% of portfolio
-
Morgan Stanley New York, NY23MShares$1.16 Billion0.07% of portfolio