Strategic Financial Services, Inc, Vanguard Mun Bd Fds Tax Exempt Transaction History
Strategic Financial Services, Inc,
- $1.55 Billion
- Q1 2024
A detailed history of Strategic Financial Services, Inc, transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Strategic Financial Services, Inc, holds 4,822 shares of VTEB stock, worth $241,871. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,822
Previous 25,165
80.84%
Holding current value
$241,871
Previous $1.28 Million
81.07%
% of portfolio
0.02%
Previous 0.09%
Shares
14 transactions
Others Institutions Holding VTEB
# of Institutions
1,105Shares Held
484MCall Options Held
26.8KPut Options Held
86.9K-
Jpmorgan Chase & CO New York, NY77MShares$3.86 Billion0.35% of portfolio
-
Northwestern Mutual Wealth Management CO34.6MShares$1.74 Billion1.8% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA29.5MShares$1.48 Billion2.05% of portfolio
-
Wealthfront Advisers LLC28.4MShares$1.42 Billion5.03% of portfolio
-
Creative Planning Overland Park, KS24.8MShares$1.24 Billion1.39% of portfolio