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 $692,893. This represents 0.29% of its overall portfolio holdings.
Number of Shares
13,767
Previous 13,767
-0.0%
Holding current value
$692,893
Previous $690 Million
1.02%
% of portfolio
0.29%
Previous 0.3%
Shares
1 transactions
Others Institutions Holding VTEB
# of Institutions
1,344Shares Held
560MCall Options Held
124KPut Options Held
62.8K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.89 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO35.2MShares$1.77 Billion1.27% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.35 Billion1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24.7MShares$1.24 Billion0.22% of portfolio
-
Morgan Stanley New York, NY23.3MShares$1.17 Billion0.08% of portfolio