American Financial & Tax Strategies Inc Vanguard Mun Bd Fds Tax Exempt Transaction History
American Financial & Tax Strategies Inc
- $182 Million
- Q1 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 110,917 shares of VTEB stock, worth $5.41 Million. This represents 3.03% of its overall portfolio holdings.
Number of Shares
110,917
Previous 107,663
3.02%
Holding current value
$5.41 Million
Previous $5.4 Million
1.96%
% of portfolio
3.03%
Previous 2.87%
Shares
6 transactions
Others Institutions Holding VTEB
# of Institutions
1,329Shares Held
563MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.77 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.68 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.28 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio