Caliber Wealth Management, LLC / Ks Vanguard Mun Bd Fds Tax Exempt Transaction History
Caliber Wealth Management, LLC / Ks
- $930 Billion
- Q2 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 122,830 shares of VTEB stock, worth $6 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
122,830
Previous 131,283
6.44%
Holding current value
$6 Million
Previous $6.51 Billion
7.55%
% of portfolio
0.65%
Previous 0.89%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,332Shares Held
561MCall Options Held
16.3KPut Options Held
422K-
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, KS26.9MShares$1.31 Billion1.13% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio