Envision Financial Planning, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Envision Financial Planning, LLC
- $214 Billion
- Q2 2025
A detailed history of Envision Financial Planning, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Envision Financial Planning, LLC holds 159,932 shares of VTEB stock, worth $8.01 Million. This represents 3.67% of its overall portfolio holdings.
Number of Shares
159,932Holding current value
$8.01 Million% of portfolio
3.67%Shares
1 transactions
Others Institutions Holding VTEB
# of Institutions
1,336Shares Held
561MCall Options Held
124KPut Options Held
62.8K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.87 Billion0.3% of portfolio
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Northwestern Mutual Wealth Management CO35.2MShares$1.76 Billion1.27% of portfolio
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Creative Planning Overland Park, KS26.9MShares$1.35 Billion1.13% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA24.7MShares$1.24 Billion0.22% of portfolio
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Morgan Stanley New York, NY23.3MShares$1.17 Billion0.08% of portfolio