Srs Capital Advisors, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Srs Capital Advisors, Inc.
- $1.48 Billion
- Q1 2025
A detailed history of Srs Capital Advisors, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 51,885 shares of VTEB stock, worth $2.53 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
51,885
Previous 45,616
13.74%
Holding current value
$2.53 Million
Previous $2.29 Million
12.6%
% of portfolio
0.17%
Previous 0.15%
Shares
25 transactions
Others Institutions Holding VTEB
# of Institutions
1,329Shares Held
563MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.77 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.68 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.28 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio