Canopy Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Canopy Partners, LLC
- $299 Billion
- Q3 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 25,031 shares of VTEB stock, worth $1.26 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
25,031
Previous 31,835
21.37%
Holding current value
$1.26 Million
Previous $1.56 Billion
19.7%
% of portfolio
0.42%
Previous 0.57%
Shares
8 transactions
Others Institutions Holding VTEB
# of Institutions
1,375Shares 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