Souders Financial Advisors Vanguard Mun Bd Fds Tax Exempt Transaction History
Souders Financial Advisors
- $641 Million
- Q1 2025
A detailed history of Souders Financial Advisors transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Souders Financial Advisors holds 30,153 shares of VTEB stock, worth $1.48 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
30,153
Previous 29,980
0.58%
Holding current value
$1.48 Million
Previous $1.5 Million
0.4%
% of portfolio
0.23%
Previous 0.23%
Shares
12 transactions
Others Institutions Holding VTEB
# of Institutions
1,324Shares Held
549MCall Options Held
23KPut Options Held
88.8K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.8 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.66 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.52 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.24 Billion1.23% of portfolio
-
Wealthfront Advisers LLC22.9MShares$1.13 Billion3.25% of portfolio