Bwm Planning, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Bwm Planning, LLC
- $236 Billion
- Q1 2025
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 $671,829. This represents 0.29% of its overall portfolio holdings.
Number of Shares
13,767
Previous 13,767
-0.0%
Holding current value
$671,829
Previous $690 Million
1.02%
% of portfolio
0.29%
Previous 0.3%
Shares
1 transactions
Others Institutions Holding VTEB
# of Institutions
1,329Shares Held
563MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.77 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.68 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.28 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio