Capasso Planning Partners LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Capasso Planning Partners LLC
- $240 Million
- Q1 2024
A detailed history of Capasso Planning Partners LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Capasso Planning Partners LLC holds 16,764 shares of VTEB stock, worth $840,044. This represents 0.35% of its overall portfolio holdings.
Number of Shares
16,764
Previous 17,321
3.22%
Holding current value
$840,044
Previous $884,000
4.07%
% of portfolio
0.35%
Previous 0.42%
Shares
10 transactions
Others Institutions Holding VTEB
# of Institutions
1,103Shares Held
484MCall Options Held
26.8KPut Options Held
86.9K-
Jpmorgan Chase & CO New York, NY77MShares$3.86 Billion0.35% of portfolio
-
Northwestern Mutual Wealth Management CO34.6MShares$1.73 Billion1.8% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA29.5MShares$1.48 Billion2.05% of portfolio
-
Wealthfront Advisers LLC28.4MShares$1.42 Billion5.03% of portfolio
-
Creative Planning Overland Park, KS24.8MShares$1.24 Billion1.39% of portfolio