American Financial & Tax Strategies Inc Vanguard Mun Bd Fds Tax Exempt Transaction History
American Financial & Tax Strategies Inc
- $194 Million
- Q3 2025
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 114,768 shares of VTEB stock, worth $5.77 Million. This represents 2.96% of its overall portfolio holdings.
Number of Shares
114,768
Previous 119,525
3.98%
Holding current value
$5.77 Million
Previous $5.86 Million
1.95%
% of portfolio
2.96%
Previous 3.11%
Shares
8 transactions
Others Institutions Holding VTEB
# of Institutions
1,375Shares Held
602MCall Options Held
282KPut Options Held
56K-
Jpmorgan Chase & CO New York, NY99.1MShares$4.98 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO35.7MShares$1.8 Billion1.21% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.31 Billion1.01% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA24MShares$1.21 Billion0.2% of portfolio
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Morgan Stanley New York, NY23MShares$1.16 Billion0.07% of portfolio