Carter Financial Group, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Carter Financial Group, Inc.
- $166 Billion
- Q3 2025
A detailed history of Carter Financial Group, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Carter Financial Group, Inc. holds 20,081 shares of VTEB stock, worth $1.01 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
20,081Holding current value
$1.01 Million% of portfolio
0.61%Shares
1 transactions
Others Institutions Holding VTEB
# of Institutions
1,379Shares Held
606MCall 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
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Morgan Stanley New York, NY23MShares$1.16 Billion0.07% of portfolio