Canopy Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Canopy Partners, LLC
- $262 Billion
- Q4 2024
A detailed history of Canopy Partners, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Canopy Partners, LLC holds 56,431 shares of VTEB stock, worth $2.83 Million. This represents 1.08% of its overall portfolio holdings.
Number of Shares
56,431
Previous 56,634
0.36%
Holding current value
$2.83 Million
Previous $2.9 Billion
2.29%
% of portfolio
1.08%
Previous 1.25%
Shares
5 transactions
Others Institutions Holding VTEB
# of Institutions
1,286Shares Held
542MCall Options Held
34.6KPut Options Held
62.2K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.95 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.69 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.64 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.26 Billion1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.04 Billion0.39% of portfolio