Fort Point Capital Partners LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Fort Point Capital Partners LLC
- $794 Million
- Q3 2025
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 672,129 shares of VTEB stock, worth $33.8 Million. This represents 4.24% of its overall portfolio holdings.
Number of Shares
672,129
Previous 532,470
26.23%
Holding current value
$33.8 Million
Previous $26.1 Million
28.9%
% of portfolio
4.24%
Previous 2.25%
Shares
21 transactions
Others Institutions Holding VTEB
# of Institutions
1,371Shares Held
602MCall Options Held
282KPut Options Held
56K-
Jpmorgan Chase & CO New York, NY99.1MShares$4.98 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO35.7MShares$1.8 Billion1.21% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.31 Billion1.01% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24MShares$1.21 Billion0.2% of portfolio
-
Morgan Stanley New York, NY23MShares$1.16 Billion0.07% of portfolio