Financial Strategies Group, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Financial Strategies Group, Inc.
- $374 Million
- Q1 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 18,882 shares of VTEB stock, worth $945,421. This represents 0.26% of its overall portfolio holdings.
Number of Shares
18,882
Previous 16,231
16.33%
Holding current value
$945,421
Previous $828,000
15.34%
% of portfolio
0.26%
Previous 0.24%
Shares
17 transactions
Others Institutions Holding VTEB
# of Institutions
1,103Shares Held
484MCall Options Held
26.8KPut Options Held
86.9K-
Jpmorgan Chase & CO New York, NY77MShares$3.86 Billion0.35% of portfolio
-
Northwestern Mutual Wealth Management CO34.6MShares$1.73 Billion1.8% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA29.5MShares$1.48 Billion2.05% of portfolio
-
Wealthfront Advisers LLC28.4MShares$1.42 Billion5.03% of portfolio
-
Creative Planning Overland Park, KS24.8MShares$1.24 Billion1.39% of portfolio