Richardson Financial Services Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Richardson Financial Services Inc.
- $157 Billion
- Q3 2024
A detailed history of Richardson Financial Services Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Richardson Financial Services Inc. holds 44,954 shares of VTEB stock, worth $2.25 Million. This represents 1.45% of its overall portfolio holdings.
Number of Shares
44,954
Previous 22,477
100.0%
Holding current value
$2.25 Million
Previous $1.13 Billion
102.02%
% of portfolio
1.45%
Previous 0.81%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,177Shares 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