American Financial & Tax Strategies Inc Vanguard Mun Bd Fds Tax Exempt Transaction History
American Financial & Tax Strategies Inc
- $192 Million
- Q3 2024
A detailed history of American Financial & Tax Strategies Inc transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, American Financial & Tax Strategies Inc holds 104,749 shares of VTEB stock, worth $5.3 Million. This represents 2.79% of its overall portfolio holdings.
Number of Shares
104,749
Previous 101,470
3.23%
Holding current value
$5.3 Million
Previous $5.08 Million
5.31%
% of portfolio
2.79%
Previous 2.75%
Shares
4 transactions
Others Institutions Holding VTEB
# of Institutions
1,175Shares Held
508MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.78 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.65 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.6 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.6 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.26 Billion1.27% of portfolio