Vested Financial Planning, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Vested Financial Planning, LLC
- $106 Billion
- Q4 2024
A detailed history of Vested Financial Planning, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Vested Financial Planning, LLC holds 85,262 shares of VTEB stock, worth $4.29 Million. This represents 4.05% of its overall portfolio holdings.
Number of Shares
85,262Holding current value
$4.29 Million% of portfolio
4.05%Shares
1 transactions
Others Institutions Holding VTEB
# of Institutions
1,229Shares Held
539MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.76 Billion0.31% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.65 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.65 Billion1.49% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.59 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.26 Billion1.27% of portfolio