Capital Directions Investment Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Call Options Transaction History
Capital Directions Investment Advisors, LLC
- $268 Million
- Q4 2022
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding VTEB
# of Institutions
1,138Shares Held
492MCall Options Held
21.1KPut Options Held
21.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.79 Billion0.33% of portfolio
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Northwestern Mutual Wealth Management CO31.7MShares$1.61 Billion1.57% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.55 Billion0.3% of portfolio
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Wealthfront Advisers LLC30MShares$1.52 Billion5.06% of portfolio
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Creative Planning Overland Park, KS25.6MShares$1.3 Billion1.37% of portfolio