Cardiff Park Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Cardiff Park Advisors, LLC
- $1.45 Billion
- Q3 2024
A detailed history of Cardiff Park Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Cardiff Park Advisors, LLC holds 252,717 shares of VTEB stock, worth $12.8 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
252,717
Previous 253,478
0.3%
Holding current value
$12.8 Million
Previous $12.7 Million
1.71%
% of portfolio
0.89%
Previous 0.95%
Shares
11 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$3.78 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$1.6 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.6 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.26 Billion1.27% of portfolio