Fort Point Capital Partners LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Fort Point Capital Partners LLC
- $749 Million
- Q1 2024
A detailed history of Fort Point Capital Partners LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Fort Point Capital Partners LLC holds 427,006 shares of VTEB stock, worth $21.4 Million. This represents 2.89% of its overall portfolio holdings.
Number of Shares
427,006
Previous 384,076
11.18%
Holding current value
$21.4 Million
Previous $19.6 Million
10.2%
% of portfolio
2.89%
Previous 2.79%
Shares
15 transactions
Others Institutions Holding VTEB
# of Institutions
1,103Shares Held
484MCall Options Held
26.8KPut Options Held
86.9K-
Jpmorgan Chase & CO New York, NY77MShares$3.86 Billion0.35% of portfolio
-
Northwestern Mutual Wealth Management CO34.6MShares$1.73 Billion1.8% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA29.5MShares$1.48 Billion2.05% of portfolio
-
Wealthfront Advisers LLC28.4MShares$1.42 Billion5.03% of portfolio
-
Creative Planning Overland Park, KS24.8MShares$1.24 Billion1.39% of portfolio