Canopy Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Canopy Partners, LLC
- $273 Billion
- Q2 2025
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 31,835 shares of VTEB stock, worth $1.55 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
31,835
Previous 51,660
38.38%
Holding current value
$1.55 Million
Previous $2.56 Billion
39.11%
% of portfolio
0.57%
Previous 1.0%
Shares
7 transactions
Others Institutions Holding VTEB
# of Institutions
1,338Shares Held
563MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.75 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.68 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.5 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.27 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio