Capital Asset Advisory Services LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Capital Asset Advisory Services LLC
- $2.01 Billion
- Q3 2024
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 65,725 shares of VTEB stock, worth $3.32 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
65,725
Previous 57,940
13.44%
Holding current value
$3.32 Million
Previous $2.9 Million
15.71%
% of portfolio
0.17%
Previous 0.16%
Shares
10 transactions
Others Institutions Holding VTEB
# of Institutions
1,175Shares Held
508MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.77 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.65 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.59 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.59 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.26 Billion1.27% of portfolio