Cooper/Haims Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Cooper/Haims Advisors, LLC
- $199 Million
- Q2 2025
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 160,025 shares of VTEB stock, worth $8 Million. This represents 3.93% of its overall portfolio holdings.
Number of Shares
160,025
Previous 121,165
32.07%
Holding current value
$8 Million
Previous $6.01 Million
30.51%
% of portfolio
3.93%
Previous 3.32%
Shares
12 transactions
Others Institutions Holding VTEB
# of Institutions
1,331Shares Held
564MCall Options Held
124KPut Options Held
62.8K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.86 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO35.2MShares$1.76 Billion1.27% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.34 Billion1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24.7MShares$1.23 Billion0.22% of portfolio
-
Morgan Stanley New York, NY23.3MShares$1.17 Billion0.08% of portfolio