Carl P. Sherr & Co., LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Carl P. Sherr & Co., LLC
- $188 Million
- Q3 2024
A detailed history of Carl P. Sherr & Co., LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Carl P. Sherr & Co., LLC holds 9,615 shares of VTEB stock, worth $482,384. This represents 0.26% of its overall portfolio holdings.
Number of Shares
9,615
Previous 8,830
8.89%
Holding current value
$482,384
Previous $442,000
11.09%
% of portfolio
0.26%
Previous 0.25%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,176Shares Held
510MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.75 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