Seneca Financial Advisors LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Seneca Financial Advisors LLC
- $259 Billion
- Q2 2025
A detailed history of Seneca Financial Advisors LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Seneca Financial Advisors LLC holds 299,745 shares of VTEB stock, worth $15.1 Million. This represents 5.66% of its overall portfolio holdings.
Number of Shares
299,745
Previous 227,266
31.89%
Holding current value
$15.1 Million
Previous $11.3 Billion
30.32%
% of portfolio
5.66%
Previous 5.47%
Shares
7 transactions
Others Institutions Holding VTEB
# of Institutions
1,336Shares Held
561MCall Options Held
124KPut Options Held
62.8K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.88 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO35.2MShares$1.77 Billion1.27% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.35 Billion1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24.7MShares$1.24 Billion0.22% of portfolio
-
Morgan Stanley New York, NY23.3MShares$1.17 Billion0.08% of portfolio