Keener Financial Planning LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Keener Financial Planning LLC
- $169 Million
- Q4 2024
A detailed history of Keener Financial Planning LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Keener Financial Planning LLC holds 12,063 shares of VTEB stock, worth $607,492. This represents 0.36% of its overall portfolio holdings.
Number of Shares
12,063
Previous 11,303
6.72%
Holding current value
$607,492
Previous $577,000
4.68%
% of portfolio
0.36%
Previous 0.38%
Shares
5 transactions
Others Institutions Holding VTEB
# of Institutions
1,294Shares Held
546MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.96 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.69 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.65 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.27 Billion1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.05 Billion0.39% of portfolio