Strategic Financial Concepts, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Strategic Financial Concepts, LLC
- $549 Billion
- Q4 2024
A detailed history of Strategic Financial Concepts, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 31,661 shares of VTEB stock, worth $1.59 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
31,661Holding current value
$1.59 Million% of portfolio
0.01%Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,238Shares Held
510MCall Options Held
39.6KPut Options Held
53.8K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.75 Billion0.31% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.64 Billion0.31% of portfolio
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Northwestern Mutual Wealth Management CO32.7MShares$1.64 Billion1.49% of portfolio
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Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio
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Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.04 Billion0.39% of portfolio