Seneca Financial Advisors LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Seneca Financial Advisors LLC
- $329 Billion
- Q4 2025
A detailed history of Seneca Financial Advisors LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Seneca Financial Advisors LLC holds 436,638 shares of VTEB stock, worth $21.9 Million. This represents 6.68% of its overall portfolio holdings.
Number of Shares
436,638
Previous 391,423
11.55%
Holding current value
$21.9 Million
Previous $19.6 Billion
12.04%
% of portfolio
6.68%
Previous 6.4%
Shares
9 transactions
Others Institutions Holding VTEB
# of Institutions
1,381Shares Held
605MCall 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
-
Charles Schwab Investment Management Inc San Francisco, CA24MShares$1.21 Billion0.2% of portfolio
-
Morgan Stanley New York, NY23MShares$1.16 Billion0.07% of portfolio