Carl P. Sherr & Co., LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Carl P. Sherr & Co., LLC
- $195 Million
- Q2 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 $335,952. This represents 0.17% of its overall portfolio holdings.
Number of Shares
6,675
Previous 6,675
-0.0%
Holding current value
$335,952
Previous $331,000
1.21%
% of portfolio
0.17%
Previous 0.18%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,339Shares Held
560MCall Options Held
124KPut Options Held
62.8K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.89 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO35.2MShares$1.77 Billion1.27% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.35 Billion1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24.7MShares$1.24 Billion0.22% of portfolio
-
Morgan Stanley New York, NY23.3MShares$1.17 Billion0.08% of portfolio