Stonebridge Capital Advisors LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Stonebridge Capital Advisors LLC
- $1.19 Billion
- Q3 2024
A detailed history of Stonebridge Capital Advisors LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Stonebridge Capital Advisors LLC holds 104,753 shares of VTEB stock, worth $5.25 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
104,753
Previous 95,698
9.46%
Holding current value
$5.25 Million
Previous $4.8 Million
11.66%
% of portfolio
0.45%
Previous 0.42%
Shares
12 transactions
Others Institutions Holding VTEB
# of Institutions
1,176Shares Held
510MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.74 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.64 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.58 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.58 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio