Jacobson & Schmitt Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Jacobson & Schmitt Advisors, LLC
- $517 Million
- Q4 2024
A detailed history of Jacobson & Schmitt Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Jacobson & Schmitt Advisors, LLC holds 184,147 shares of VTEB stock, worth $9.25 Million. This represents 1.79% of its overall portfolio holdings.
Number of Shares
184,147
Previous 161,784
13.82%
Holding current value
$9.25 Million
Previous $8.27 Million
11.62%
% of portfolio
1.79%
Previous 1.7%
Shares
31 transactions
Others Institutions Holding VTEB
# of Institutions
1,299Shares Held
530MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.95 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.69 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.64 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.26 Billion1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.04 Billion0.39% of portfolio