Cape Investment Advisory, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Cape Investment Advisory, Inc.
- $214 Billion
- Q1 2024
A detailed history of Cape Investment Advisory, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 608 shares of VTEB stock, worth $30,442. This represents 0.01% of its overall portfolio holdings.
Number of Shares
608
Previous 505
20.4%
Holding current value
$30,442
Previous $25.8 Million
19.34%
% of portfolio
0.01%
Previous 0.01%
Shares
5 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