Capstone Capital Wealth Advisors Vanguard Mun Bd Fds Tax Exempt Transaction History
Capstone Capital Wealth Advisors
- $125 Billion
- Q1 2025
A detailed history of Capstone Capital Wealth Advisors transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Capstone Capital Wealth Advisors holds 175,672 shares of VTEB stock, worth $8.57 Million. This represents 6.99% of its overall portfolio holdings.
Number of Shares
175,672
Previous 170,991
2.74%
Holding current value
$8.57 Million
Previous $8.57 Billion
1.69%
% of portfolio
6.99%
Previous 7.01%
Shares
6 transactions
Others Institutions Holding VTEB
# of Institutions
1,329Shares Held
563MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.77 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.68 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.28 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio