Cascade Financial Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Cascade Financial Partners, LLC
- $761 Billion
- Q2 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 147,369 shares of VTEB stock, worth $7.49 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
147,369
Previous 145,922
0.99%
Holding current value
$7.49 Million
Previous $7.31 Billion
1.07%
% of portfolio
0.97%
Previous 1.05%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,142Shares Held
493MCall Options Held
21.1KPut Options Held
21.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.8 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.61 Billion1.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.55 Billion0.3% of portfolio
-
Wealthfront Advisers LLC30MShares$1.52 Billion5.06% of portfolio
-
Creative Planning Overland Park, KS25.6MShares$1.3 Billion1.37% of portfolio