Capstone Capital Wealth Advisors Vanguard Mun Bd Fds Tax Exempt Transaction History
Capstone Capital Wealth Advisors
- $122 Billion
- Q4 2024
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 170,991 shares of VTEB stock, worth $8.57 Million. This represents 7.01% of its overall portfolio holdings.
Number of Shares
170,991
Previous 165,333
3.42%
Holding current value
$8.57 Million
Previous $8.45 Billion
1.42%
% of portfolio
7.01%
Previous 7.01%
Shares
5 transactions
Others Institutions Holding VTEB
# of Institutions
1,212Shares Held
515MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.74 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.64 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.58 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.58 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio