Caliber Wealth Management, LLC / Ks Vanguard Mun Bd Fds Tax Exempt Transaction History
Caliber Wealth Management, LLC / Ks
- $733 Billion
- Q1 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 131,283 shares of VTEB stock, worth $6.42 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
131,283Holding current value
$6.42 Million% of portfolio
0.89%Shares
1 transactions
Others Institutions Holding VTEB
# of Institutions
1,330Shares Held
563MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.78 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.69 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.28 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio