Bwm Planning, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Bwm Planning, LLC
- $225 Billion
- Q3 2024
A detailed history of Bwm Planning, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Bwm Planning, LLC holds 13,767 shares of VTEB stock, worth $699,363. This represents 0.31% of its overall portfolio holdings.
Number of Shares
13,767Holding current value
$699,363% of portfolio
0.31%Shares
1 transactions
Others Institutions Holding VTEB
# of Institutions
1,154Shares Held
494MCall Options Held
21.1KPut Options Held
53.6K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.8 Billion0.33% of portfolio
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Northwestern Mutual Wealth Management CO31.7MShares$1.61 Billion1.57% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.55 Billion0.3% of portfolio
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Wealthfront Advisers LLC30MShares$1.52 Billion5.06% of portfolio
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Creative Planning Overland Park, KS25MShares$1.27 Billion1.27% of portfolio