Taylor, Cottrill, Erickson & Associates, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Taylor, Cottrill, Erickson & Associates, Inc.
- $340 Million
- Q1 2024
A detailed history of Taylor, Cottrill, Erickson & Associates, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Taylor, Cottrill, Erickson & Associates, Inc. holds 35,830 shares of VTEB stock, worth $1.8 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
35,830
Previous 35,140
1.96%
Holding current value
$1.8 Million
Previous $1.79 Million
1.06%
% of portfolio
0.53%
Previous 0.57%
Shares
27 transactions
Others Institutions Holding VTEB
# of Institutions
1,104Shares Held
484MCall Options Held
26.8KPut Options Held
86.9K-
Jpmorgan Chase & CO New York, NY77MShares$3.87 Billion0.35% of portfolio
-
Northwestern Mutual Wealth Management CO34.6MShares$1.74 Billion1.8% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA29.5MShares$1.48 Billion2.05% of portfolio
-
Wealthfront Advisers LLC28.4MShares$1.42 Billion5.03% of portfolio
-
Creative Planning Overland Park, KS24.8MShares$1.25 Billion1.39% of portfolio