Seneca Financial Advisors LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Seneca Financial Advisors LLC
- $306 Billion
- Q3 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 391,423 shares of VTEB stock, worth $19.7 Million. This represents 6.4% of its overall portfolio holdings.
Number of Shares
391,423
Previous 299,745
30.59%
Holding current value
$19.7 Million
Previous $14.7 Billion
33.36%
% of portfolio
6.4%
Previous 5.66%
Shares
8 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
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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