Cooper/Haims Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Cooper/Haims Advisors, LLC
- $179 Million
- Q3 2024
A detailed history of Cooper/Haims Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Cooper/Haims Advisors, LLC holds 122,012 shares of VTEB stock, worth $6.11 Million. This represents 3.49% of its overall portfolio holdings.
Number of Shares
122,012
Previous 120,301
1.42%
Holding current value
$6.11 Million
Previous $6.03 Million
3.47%
% of portfolio
3.49%
Previous 3.43%
Shares
9 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$3.74 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.64 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