Schneider Downs Wealth Management Advisors, LP Vanguard Mun Bd Fds Tax Exempt Transaction History
Schneider Downs Wealth Management Advisors, LP
- $517 Million
- Q4 2024
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 110,781 shares of VTEB stock, worth $5.53 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
110,781
Previous 39,728
178.85%
Holding current value
$5.53 Million
Previous $2.03 Million
173.55%
% of portfolio
1.07%
Previous 0.42%
Shares
9 transactions
Others Institutions Holding VTEB
# of Institutions
1,266Shares Held
535MCall Options Held
39.6KPut Options Held
53.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.93 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.68 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.63 Billion0.31% of portfolio
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Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio
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Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.04 Billion0.39% of portfolio