Gen Financial Management, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Gen Financial Management, Inc.
- $122 Billion
- Q2 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 53,181 shares of VTEB stock, worth $2.6 Million. This represents 2.13% of its overall portfolio holdings.
Number of Shares
53,181
Previous 55,702
4.53%
Holding current value
$2.6 Million
Previous $2.76 Billion
5.66%
% of portfolio
2.13%
Previous 1.87%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,332Shares Held
561MCall Options Held
16.3KPut Options Held
422K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.78 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.69 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.31 Billion1.13% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio