Fidelis Capital Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Fidelis Capital Partners, LLC
- $941 Billion
- Q1 2025
A detailed history of Fidelis Capital Partners, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Fidelis Capital Partners, LLC holds 91,002 shares of VTEB stock, worth $4.48 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
91,002
Previous 108,193
15.89%
Holding current value
$4.48 Million
Previous $5.42 Billion
17.94%
% of portfolio
0.47%
Previous 0.54%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,318Shares Held
554MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.87 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.66 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.61 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.24 Billion1.23% of portfolio
-
Wealthfront Advisers LLC22.9MShares$1.13 Billion3.25% of portfolio