Rtd Financial Advisors, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Rtd Financial Advisors, Inc.
- $832 Million
- Q3 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 193,080 shares of VTEB stock, worth $9.71 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
193,080
Previous 195,551
1.26%
Holding current value
$9.71 Million
Previous $9.59 Million
0.83%
% of portfolio
1.16%
Previous 1.23%
Shares
13 transactions
Others Institutions Holding VTEB
# of Institutions
1,375Shares Held
602MCall Options Held
282KPut Options Held
56K-
Jpmorgan Chase & CO New York, NY99.1MShares$4.98 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO35.7MShares$1.8 Billion1.21% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.31 Billion1.01% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24MShares$1.21 Billion0.2% of portfolio
-
Morgan Stanley New York, NY23MShares$1.16 Billion0.07% of portfolio