Financial Strategies Group, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Financial Strategies Group, Inc.
- $423 Million
- Q4 2024
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 45,344 shares of VTEB stock, worth $2.27 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
45,344
Previous 43,462
4.33%
Holding current value
$2.27 Million
Previous $2.22 Million
2.34%
% of portfolio
0.54%
Previous 0.47%
Shares
20 transactions
Others Institutions Holding VTEB
# of Institutions
1,212Shares Held
515MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.74 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.64 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.58 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.58 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio