Steph & CO Vanguard Mun Bd Fds Tax Exempt Transaction History
Steph & CO
- $257 Million
- Q2 2024
A detailed history of Steph & CO transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Steph & CO holds 75,034 shares of VTEB stock, worth $3.81 Million. This represents 1.46% of its overall portfolio holdings.
Number of Shares
75,034
Previous 77,805
3.56%
Holding current value
$3.81 Million
Previous $3.94 Million
4.5%
% of portfolio
1.46%
Previous 1.55%
Shares
19 transactions
Others Institutions Holding VTEB
# of Institutions
1,141Shares Held
493MCall Options Held
21.1KPut Options Held
21.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.8 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.61 Billion1.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.55 Billion0.3% of portfolio
-
Wealthfront Advisers LLC30MShares$1.52 Billion5.06% of portfolio
-
Creative Planning Overland Park, KS25.6MShares$1.3 Billion1.37% of portfolio