K2 Financial Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
K2 Financial Inc.
- $102 Billion
- Q1 2025
A detailed history of K2 Financial Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, K2 Financial Inc. holds 80,229 shares of VTEB stock, worth $3.92 Million. This represents 3.81% of its overall portfolio holdings.
Number of Shares
80,229
Previous 72,302
10.96%
Holding current value
$3.92 Million
Previous $3.59 Billion
8.19%
% of portfolio
3.81%
Previous 3.57%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,329Shares Held
563MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.77 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.68 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.28 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio