Cascade Financial Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Cascade Financial Partners, LLC
- $767 Billion
- Q4 2024
A detailed history of Cascade Financial Partners, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 140,129 shares of VTEB stock, worth $7.04 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
140,129
Previous 140,769
0.45%
Holding current value
$7.04 Million
Previous $7.1 Billion
1.11%
% of portfolio
0.92%
Previous 0.89%
Shares
4 transactions
Others Institutions Holding VTEB
# of Institutions
1,299Shares Held
530MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.95 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.69 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.64 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.26 Billion1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.04 Billion0.39% of portfolio