Cassady Schiller Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Cassady Schiller Wealth Management, LLC
- $259 Million
- Q3 2024
A detailed history of Cassady Schiller Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 400 shares of VTEB stock, worth $19,988. This represents 0.01% of its overall portfolio holdings.
Number of Shares
400
Previous 400
-0.0%
Holding current value
$19,988
Previous $20,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding VTEB
# of Institutions
1,176Shares Held
510MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.73 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.63 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.58 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.58 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio