Rtd Financial Advisors, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Rtd Financial Advisors, Inc.
- $744 Million
- Q2 2024
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 182,175 shares of VTEB stock, worth $9.26 Million. This represents 1.23% of its overall portfolio holdings.
Number of Shares
182,175
Previous 185,168
1.62%
Holding current value
$9.26 Million
Previous $9.37 Million
2.57%
% of portfolio
1.23%
Previous 1.26%
Shares
8 transactions
Others Institutions Holding VTEB
# of Institutions
1,142Shares Held
493MCall Options Held
21.1KPut Options Held
21.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.8 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.61 Billion1.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.55 Billion0.3% of portfolio
-
Wealthfront Advisers LLC30MShares$1.52 Billion5.06% of portfolio
-
Creative Planning Overland Park, KS25.6MShares$1.3 Billion1.37% of portfolio