Srs Capital Advisors, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Srs Capital Advisors, Inc.
- $8.6 Billion
- Q3 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 54,026 shares of VTEB stock, worth $2.72 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
54,026
Previous 56,270
3.99%
Holding current value
$2.72 Million
Previous $2.76 Million
1.92%
% of portfolio
0.03%
Previous 0.14%
Shares
27 transactions
Others Institutions Holding VTEB
# of Institutions
1,372Shares 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
-
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