American Financial & Tax Strategies Inc Vanguard Mun Bd Fds Tax Exempt Transaction History
American Financial & Tax Strategies Inc
- $188 Million
- Q4 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 107,663 shares of VTEB stock, worth $5.41 Million. This represents 2.87% of its overall portfolio holdings.
Number of Shares
107,663
Previous 104,749
2.78%
Holding current value
$5.41 Million
Previous $5.35 Million
0.8%
% of portfolio
2.87%
Previous 2.79%
Shares
5 transactions
Others Institutions Holding VTEB
# of Institutions
1,238Shares Held
510MCall Options Held
39.6KPut Options Held
53.8K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.75 Billion0.31% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.64 Billion0.31% of portfolio
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Northwestern Mutual Wealth Management CO32.7MShares$1.64 Billion1.49% of portfolio
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Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.04 Billion0.39% of portfolio