Gen Financial Management, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Gen Financial Management, Inc.
- $116 Billion
- Q3 2025
A detailed history of Gen Financial Management, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Gen Financial Management, Inc. holds 38,620 shares of VTEB stock, worth $1.94 Million. This represents 1.67% of its overall portfolio holdings.
Number of Shares
38,620
Previous 53,181
27.38%
Holding current value
$1.94 Million
Previous $2.61 Billion
25.84%
% of portfolio
1.67%
Previous 2.13%
Shares
4 transactions
Others Institutions Holding VTEB
# of Institutions
1,371Shares Held
602MCall Options Held
282KPut Options Held
56K-
Jpmorgan Chase & CO New York, NY99.1MShares$4.98 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO35.7MShares$1.8 Billion1.21% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.31 Billion1.01% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24MShares$1.21 Billion0.2% of portfolio
-
Morgan Stanley New York, NY23MShares$1.16 Billion0.07% of portfolio