Schneider Downs Wealth Management Advisors, LP Vanguard Mun Bd Fds Tax Exempt Transaction History
Schneider Downs Wealth Management Advisors, LP
- $815 Million
- Q3 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 151,988 shares of VTEB stock, worth $7.64 Million. This represents 0.93% of its overall portfolio holdings.
Number of Shares
151,988
Previous 164,668
7.7%
Holding current value
$7.64 Million
Previous $8.07 Million
5.74%
% of portfolio
0.93%
Previous 1.24%
Shares
12 transactions
Others Institutions Holding VTEB
# of Institutions
1,375Shares 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
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Morgan Stanley New York, NY23MShares$1.16 Billion0.07% of portfolio