Crestwood Advisors Group LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Crestwood Advisors Group LLC
- $5.4 Billion
- Q2 2025
A detailed history of Crestwood Advisors Group LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 876,232 shares of VTEB stock, worth $42.8 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
876,232
Previous 1,309,625
33.09%
Holding current value
$42.8 Million
Previous $65 Million
33.89%
% of portfolio
0.8%
Previous 1.28%
Shares
18 transactions
Others Institutions Holding VTEB
# of Institutions
1,332Shares Held
561MCall Options Held
16.3KPut Options Held
422K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.78 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.69 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.31 Billion1.13% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio