Rtd Financial Advisors, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Rtd Financial Advisors, Inc.
- $743 Million
- Q1 2025
A detailed history of Rtd Financial Advisors, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Rtd Financial Advisors, Inc. holds 174,013 shares of VTEB stock, worth $8.56 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
174,013
Previous 176,087
1.18%
Holding current value
$8.56 Million
Previous $8.83 Million
2.35%
% of portfolio
1.16%
Previous 1.13%
Shares
11 transactions
Others Institutions Holding VTEB
# of Institutions
1,314Shares Held
552MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.87 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.66 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.61 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.24 Billion1.23% of portfolio
-
Wealthfront Advisers LLC22.9MShares$1.13 Billion3.25% of portfolio