Quantum Financial Planning Services, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Quantum Financial Planning Services, Inc.
- $247 Billion
- Q3 2025
A detailed history of Quantum Financial Planning Services, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Quantum Financial Planning Services, Inc. holds 9,360 shares of VTEB stock, worth $470,527. This represents 0.19% of its overall portfolio holdings.
Number of Shares
9,360
Previous 9,197
1.77%
Holding current value
$470,527
Previous $451 Million
3.94%
% of portfolio
0.19%
Previous 0.21%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,373Shares Held
604MCall Options Held
282KPut Options Held
56K-
Jpmorgan Chase & CO New York, NY99.1MShares$4.98 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO35.7MShares$1.8 Billion1.21% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.31 Billion1.01% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24MShares$1.21 Billion0.2% of portfolio
-
Morgan Stanley New York, NY23MShares$1.16 Billion0.07% of portfolio