Bwm Planning, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Bwm Planning, LLC
- $230 Billion
- Q4 2024
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 $689,313. This represents 0.3% of its overall portfolio holdings.
Number of Shares
13,767
Previous 13,767
-0.0%
Holding current value
$689,313
Previous $704 Million
1.94%
% of portfolio
0.3%
Previous 0.31%
Shares
1 transactions
Others Institutions Holding VTEB
# of Institutions
1,300Shares Held
530MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.94 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.68 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.64 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.26 Billion1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.04 Billion0.39% of portfolio