Shepherd Kaplan Krochuk, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Shepherd Kaplan Krochuk, LLC
- $113 Million
- Q1 2025
A detailed history of Shepherd Kaplan Krochuk, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Shepherd Kaplan Krochuk, LLC holds 15,724 shares of VTEB stock, worth $767,331. This represents 0.69% of its overall portfolio holdings.
Number of Shares
15,724
Previous 15,724
-0.0%
Holding current value
$767,331
Previous $788,000
1.02%
% of portfolio
0.69%
Previous 0.68%
Shares
1 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