Cascade Financial Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Cascade Financial Partners, LLC
- $793 Billion
- Q1 2025
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 138,891 shares of VTEB stock, worth $6.78 Million. This represents 0.87% of its overall portfolio holdings.
Number of Shares
138,891
Previous 140,129
0.88%
Holding current value
$6.78 Million
Previous $7.02 Billion
1.89%
% of portfolio
0.87%
Previous 0.92%
Shares
5 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