Souders Financial Advisors Vanguard Mun Bd Fds Tax Exempt Transaction History
Souders Financial Advisors
- $683 Million
- Q3 2024
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 27,666 shares of VTEB stock, worth $1.4 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
27,666
Previous 27,371
1.08%
Holding current value
$1.4 Million
Previous $1.37 Million
3.14%
% of portfolio
0.21%
Previous 0.21%
Shares
10 transactions
Others Institutions Holding VTEB
# of Institutions
1,175Shares Held
508MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.78 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.65 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.6 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.6 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.26 Billion1.27% of portfolio