Gen Financial Management, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Gen Financial Management, Inc.
- $148 Billion
- Q1 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 55,702 shares of VTEB stock, worth $2.72 Million. This represents 1.87% of its overall portfolio holdings.
Number of Shares
55,702
Previous 64,518
13.66%
Holding current value
$2.72 Million
Previous $3.23 Billion
14.54%
% of portfolio
1.87%
Previous 2.1%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,312Shares Held
555MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.84 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.64 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.6 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.23 Billion1.23% of portfolio
-
Wealthfront Advisers LLC24.5MShares$1.2 Billion3.61% of portfolio