Capital Asset Advisory Services LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Capital Asset Advisory Services LLC
- $1.94 Billion
- Q1 2025
A detailed history of Capital Asset Advisory Services LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Capital Asset Advisory Services LLC holds 69,008 shares of VTEB stock, worth $3.42 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
69,008
Previous 66,141
4.33%
Holding current value
$3.42 Million
Previous $3.32 Million
3.11%
% of portfolio
0.18%
Previous 0.16%
Shares
12 transactions
Others Institutions Holding VTEB
# of Institutions
1,304Shares Held
555MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.9 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.67 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.62 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.24 Billion1.23% of portfolio
-
Wealthfront Advisers LLC24.5MShares$1.21 Billion3.61% of portfolio