Carl P. Sherr & Co., LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Carl P. Sherr & Co., LLC
- $188 Million
- Q4 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 6,675 shares of VTEB stock, worth $323,337. This represents 0.18% of its overall portfolio holdings.
Number of Shares
6,675
Previous 9,615
30.58%
Holding current value
$323,337
Previous $491,000
31.98%
% of portfolio
0.18%
Previous 0.26%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,314Shares Held
556MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.81 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.63 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.58 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.22 Billion1.23% of portfolio
-
Wealthfront Advisers LLC24.5MShares$1.19 Billion3.61% of portfolio