Financial Strategies Group, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Financial Strategies Group, Inc.
- $475 Million
- Q2 2025
A detailed history of Financial Strategies Group, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Financial Strategies Group, Inc. holds 43,926 shares of VTEB stock, worth $2.2 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
43,926
Previous 48,510
9.45%
Holding current value
$2.2 Million
Previous $2.41 Million
10.55%
% of portfolio
0.45%
Previous 0.55%
Shares
22 transactions
Others Institutions Holding VTEB
# of Institutions
1,331Shares Held
561MCall Options Held
124KPut Options Held
62.8K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.86 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO35.2MShares$1.76 Billion1.27% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.34 Billion1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24.7MShares$1.23 Billion0.22% of portfolio
-
Morgan Stanley New York, NY23.3MShares$1.17 Billion0.08% of portfolio