Briaud Financial Planning, Inc Vanguard Mun Bd Fds Tax Exempt Transaction History

Briaud Financial Planning, Inc

$245 Million
Q4 2024

Number of Shares

0

Holding current value

$0

% of portfolio

0.0%

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 07, 2025	BUY	$49.79 - $51.14 $0 - $0	0 New	0 $0

Others Institutions Holding VTEB

# of Institutions

1,238

Shares Held

510M

Call Options Held

39.6K

Put Options Held

53.8K

Jpmorgan Chase & CO New York, NY

74.7M
Shares

$3.75 Billion
0.31% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

32.7M
Shares

$1.64 Billion
0.31% of portfolio
Northwestern Mutual Wealth Management CO

32.7M
Shares

$1.64 Billion
1.49% of portfolio
Creative Planning Overland Park, KS

25M
Shares

$1.25 Billion
1.27% of portfolio
Raymond James Financial Inc St. Petersburg, FL

20.8M
Shares

$1.04 Billion
0.39% of portfolio

About VANGUARD MUN BD FDS TAX-EXEMPT

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