Newman Dignan & Sheerar, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Newman Dignan & Sheerar, Inc.
- $386 Million
- Q4 2024
A detailed history of Newman Dignan & Sheerar, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Newman Dignan & Sheerar, Inc. holds 152,718 shares of VTEB stock, worth $7.66 Million. This represents 1.98% of its overall portfolio holdings.
Number of Shares
152,718
Previous 146,112
4.52%
Holding current value
$7.66 Million
Previous $7.47 Million
2.49%
% of portfolio
1.98%
Previous 1.28%
Shares
9 transactions
Others Institutions Holding VTEB
# of Institutions
1,286Shares Held
542MCall Options Held
34.6KPut Options Held
62.2K-
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