Capstone Financial Advisors, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Capstone Financial Advisors, Inc.
- $1.49 Billion
- Q1 2024
A detailed history of Capstone Financial Advisors, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Capstone Financial Advisors, Inc. holds 97,309 shares of VTEB stock, worth $4.91 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
97,309
Previous 89,510
8.71%
Holding current value
$4.91 Million
Previous $4.57 Million
7.75%
% of portfolio
0.33%
Previous 0.33%
Shares
26 transactions
Others Institutions Holding VTEB
# of Institutions
1,102Shares Held
486MCall Options Held
26.8KPut Options Held
52.1K-
Jpmorgan Chase & CO New York, NY77MShares$3.88 Billion0.35% of portfolio
-
Northwestern Mutual Wealth Management CO34.6MShares$1.74 Billion1.8% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA29.5MShares$1.49 Billion2.05% of portfolio
-
Wealthfront Advisers LLC28.4MShares$1.43 Billion5.03% of portfolio
-
Creative Planning Overland Park, KS24.8MShares$1.25 Billion1.39% of portfolio