Schneider Downs Wealth Management Advisors, LP Vanguard Mun Bd Fds Tax Exempt Transaction History
Schneider Downs Wealth Management Advisors, LP
- $536 Million
- Q1 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 100,108 shares of VTEB stock, worth $4.89 Million. This represents 0.93% of its overall portfolio holdings.
Number of Shares
100,108
Previous 110,781
9.63%
Holding current value
$4.89 Million
Previous $5.55 Million
10.55%
% of portfolio
0.93%
Previous 1.07%
Shares
10 transactions
Others Institutions Holding VTEB
# of Institutions
1,329Shares Held
563MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.77 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.68 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.28 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio