Carl P. Sherr & Co., LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Carl P. Sherr & Co., LLC
- $181 Million
- Q1 2025
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 6,675 shares of VTEB stock, worth $325,740. This represents 0.18% of its overall portfolio holdings.
Number of Shares
6,675
Previous 6,675
-0.0%
Holding current value
$325,740
Previous $334,000
0.9%
% of portfolio
0.18%
Previous 0.18%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,330Shares 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