Souders Financial Advisors Vanguard Mun Bd Fds Tax Exempt Transaction History
Souders Financial Advisors
- $740 Million
- Q3 2025
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 23,321 shares of VTEB stock, worth $1.17 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
23,321
Previous 32,206
27.59%
Holding current value
$1.17 Million
Previous $1.58 Million
26.09%
% of portfolio
0.16%
Previous 0.23%
Shares
14 transactions
Others Institutions Holding VTEB
# of Institutions
1,371Shares Held
602MCall 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