Schneider Downs Wealth Management Advisors, LP Vanguard Mun Bd Fds Tax Exempt Transaction History
Schneider Downs Wealth Management Advisors, LP
- $649 Million
- Q2 2025
A detailed history of Schneider Downs Wealth Management Advisors, LP transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Schneider Downs Wealth Management Advisors, LP holds 164,668 shares of VTEB stock, worth $8.05 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
164,668
Previous 100,108
64.49%
Holding current value
$8.05 Million
Previous $4.97 Million
62.53%
% of portfolio
1.24%
Previous 0.93%
Shares
11 transactions
Others Institutions Holding VTEB
# of Institutions
1,332Shares Held
561MCall Options Held
16.3KPut Options Held
422K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.78 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.69 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.31 Billion1.13% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio