Rtd Financial Advisors, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Rtd Financial Advisors, Inc.
- $781 Million
- Q2 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 195,551 shares of VTEB stock, worth $9.77 Million. This represents 1.23% of its overall portfolio holdings.
Number of Shares
195,551
Previous 174,013
12.38%
Holding current value
$9.77 Million
Previous $8.62 Million
11.22%
% of portfolio
1.23%
Previous 1.16%
Shares
12 transactions
Others Institutions Holding VTEB
# of Institutions
1,332Shares Held
561MCall Options Held
124KPut Options Held
62.8K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.86 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO35.2MShares$1.76 Billion1.27% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.34 Billion1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24.7MShares$1.23 Billion0.22% of portfolio
-
Morgan Stanley New York, NY23.3MShares$1.17 Billion0.08% of portfolio